Keeping track of emails or paper invoices from suppliers can be challenging and time consuming for any business.
By connecting your Ideal account, invoices will automatically be sent to your Fergus account and appear in Supplier Documents.
This article will cover:
- Connecting Ideal Electrical to Fergus
- Configuring the Connection
- Confirming the Connection
When to use it:
Connecting your Ideal account can save you time on admin and paperwork associated with supplier invoices, leaving you free to concentrate on more important things.
How to use:
Connecting Ideal to Fergus
Click "My Account" at the top right of the page and select "Downloads" from the drop down menu.
In the downloads page, click the "Recurring request" tab:
Configuring the Connection:
To configure the way integration works in the "Schedule New Request" section, Fergus recommends a certain format.
- The "Document type" needs to be Invoice
- Set the "File type" to be Fergus
- Set the "Frequency" to Daily
- Set the "Method" to Direct
- Select "Schedule" to continue, this sends a request with all the details that were just set to get the connection started.
A message that your download request was posted successfully, and the schedule, will then appear in the list at the bottom of the page.
To complete the connection to Fergus, click the Red "Fergus Disconnected" link, this will prompt you to sign in to Fergus to complete the setup and authorise the connection.
Confirming your Connection:
You can confirm the connection is active in Fergus by heading to Settings and on the left hand side menu select Ideal.
You can also check the status of your connection by refreshing the Ideal Electrical Webshop page.
Note: Do not use the manual file imports while the automated integration is on. This can lead to duplicate invoices being imported.
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