New Articles

  1. Internal: Payment Methods

    Created On: 03/05/2019 in Configurations Configurations Billing
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This section allows you to select which Payment Methods are gl...

  2. Gateway

    Created On: 03/05/2019 in Configurations Configurations Billing
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This is your Integrated Gateway system. What exactly is a ...

  3. Invoice Image Data

    Created On: 03/05/2019 in Configurations Configurations Billing
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Select Default Invoice PDF This setting allows you to set a...

  4. Internal User Profiles

    Created On: 03/05/2019 in Configurations Configurations Internal Settings
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This area controls what permissions employee or internal staff...

  5. Internal Users

    Created On: 03/05/2019 in Configurations Configurations Internal Settings
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Grant access to other team members Navigate to Configurations...

  6. Accounting

    Created On: 03/05/2019 in Configurations Configurations Billing
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Setting the Primary Accounting Package Selecting the primary...

  7. AutoPay: Automatic Approval Process Settings

    Created On: 03/05/2019 in Configurations Configurations AutoPay
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This setting allows you to automatically approve invoices for ...

  8. Sync From Date

    Created On: 03/05/2019 in Configurations Integrations Accounting QuickBooks
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm How to change the "Sync From Date": You can change the starti...

  9. Integrations Overview

    Created On: 03/05/2019 in Configurations Integrations
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm The Integrations page displays the various software platforms ...

  10. Ad Cards

    Created On: 03/05/2019 in General
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This section is used to create dynamic scrolling content for o...
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