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Last Updated: 06/24/2020
in FAQ Locked Invoice Help If you received the "Locked Invoices Summary" email, this was triggered as an internal system notification . This email preference can be configured under Settings + Configurations + Internal Settings. In the eve...
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+ ConnectBooster & Sage Intacct Deployment Guide Overview Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Sing...
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2-Factor Authentication for Customers This function allows you to further secure your client's account login via one-time use, SMS text messages. If enabled on your portal , ALL Customer logins will immediately be forced to enroll on their ne...
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Last Updated: 06/09/2020
in Release notes May 15th, 2020 Enable additional security layers to both you, and your client portal logins! This feature is fully live and available NOW!! at NO additional cost $$ To learn how to enable these new functions, visit...
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Last Updated: 06/05/2020
in Settings Integrations More Custom Datagate Integration with ConnectBooster
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ConnectBooster & Dynamics GP Deployment Guide V2.0 Overview Use this guide to learn how to install and configure ConnectBooster for use with Microsoft Dynamics GP. This guide includes step-by-step instructions for installing the ConnectBoos...
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Last Updated: 04/22/2020
in Settings Integrations More Custom Some ConnectBooster partners, may make use of an alternate portal experience offered by CloudRadial. In order to facilitate a seamless interaction for the end users of this tool, ConnectBooster can be configured to grant access to individu...
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Last Updated: 04/22/2020
in Settings Integrations More Custom Some ConnectBooster partners, may make use of an alternate customer experience tool offered by Invarosoft. In order to facilitate a seamless interaction for the end users of this tool, ConnectBooster can be configured to grant access to in...
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Enable two-factor authentication for your ConnectBooster account
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Last Updated: 12/13/2019
in Settings Integrations Gateway Quoter Setup 1. Navigate to Settings + Payment Gateways. Select "+ New Payment Gateway". 2. On the drop down list, select "ConnectBooster". 3. Setup BNG Payment Settings. Here you will need to create a...