How do I set up the interface to Accounts Receivable?

Organization

Configure the Project Accounting application to retrieve account information from the Caselle Accounts Receivable. The interface supports Caselle Accounts Receivable, Clarity (version 4).

Setting up the interface for Caselle Accounts Receivable

1. Open Connect Project Accounting > Organization > Organization > Interfaces tab.

2. Click on the Accounts Receivable subtab.

3. Use the Interface menu to select Caselle 4.x.

4. Click Save (CTRL+S).

The interface to the Caselle Accounts Receivable is set up and saved. The routines to create invoices are available for use.