If you are existing users in Celoxis and have been invoicing time Invoicing entries in Celoxis, you need to first agree on a date prior to making the switch. This is essential because post connection you cannot invoice time entries mark any time entry as Invoiced in Celoxis. Invoicing has to be done from QuickBooks Online.All existing Invoiced time entries will not Time entries already marked as Invoiced in Celoxis cannot be synced with QuickBooks Online. These entries will continue the default Invoicing behavior till the time they are explicitly “UnInvoiced” by a privileged user. Once “UnInvoiced” they can be synced with QuickBooks Online.
Please a note the behavior of the system in the following scenario's.
- When existing users switch switches to QuickBooks Online, i.e. using “Connect to QuickBooks” on admin page
- Existing Invoiced Entries entries will continue to function as-is, i.e. they will have an “UnInvoice/Delete/Save” button.If “UnInvoiced”, only then it can only be Synced with QBO. i.e. no Invoice buttonQuickBook Online.
- There will be no Invoice/Invoice button UnInvoice option in bulk operations or single edit for Approved TETime Entries in Celoxis
- Users (with Invoice Privilege), will get the “Sync with QuickBooks Online” option in their menu.
- All Approved and billable time entries will now be synced with QuickBooks Online.
- When admin explicitly disconnect disconnects from QuickBooks Online, i.e. from admin screen
All existing Time Entries will be unchanged
Their QB-IDs of time entries will not be removed from system.
QB-ID and Last synced at columns will not be available in reports.
Last synced at label on Single edit screen will not be seen
Sync button on Invoiced Time Entries will not be seen
- Users will You can now see the resume the of default behavior (v9.1)
Users You will now be able to see Invoice/UnInvoice buttons
Will You will also be able to see Invoice Time option in menu
Invoice/UnInvoice as per v6.5.1 behavior.
- They
You will not be able to see “Sync with QuickBooks”