Updated Articles

  1. What is a locked invoice, and how do I resolve this?

    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...
  2. Sage Intacct Setup Guide

     + 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...
  3. 2-Factor for Customers

    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...
  4. 2-Factor Authentication Release

    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...
  5. Datagate Innovation - Custom Invoice Image

    Datagate Integration with ConnectBooster
  6. GP Deployment Guide

    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...
  7. CloudRadial SSO - Using LoginWithToken

    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...
  8. InvarosoftSSO - Using LoginWithToken

    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...
  9. 2-Factor Authentication

    Enable two-factor authentication for your ConnectBooster account
  10. Quoter Setup

    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...