Selecting the primary Accounting package integration with the first drop-down list will determine the data displayed in the portal.
Specify the "Accounts Receivable" ledger
This is the account your open A/R resides under
Specify the "Undeposited Funds" ledger
This is a holding area where we reconcile ConnectBooster made payments
Once you see the money deposit into your bank account, you can fully "Make the deposit"
Option to hide "Zero Dollar Invoices
(Usually time tracking/non-billable invoices)
Show Child Companies
Check this option if your organizational structure does a lot of "Parent - Child" type billing. Turning this on will display on the the company name, in addition to the invoice number on the customers "open invoice screen".
Not needed if your agreements "roll-up" bill a single client, and that client doesn't need to know the origin.