Note - The features described below are only available to users with the Accounts Payable role.

GL Accounts

  • ERP/Accounting Section - Sync if ERP
  • Set each to Disregard if needed
  • Prendio GL Account Section - Create Each
  • Name, Description
  • ERP Account Map/Disregard if ERP
  • Watchers and Approvers (if company setup...)
  • Departments (if company setup....)

Projects

  • ERP/Accounting Section - Sync if ERP
  • Set each to Disregard if needed
  • Prendio Projects Section - Create Each
  • Name, Description
  • ERP Account Map/Disregard if ERP
  • Available for Time Table
  • Available for Purchases
  • Watchers and Approvers (if company setup...)
  • Users (if company setup....)

Departments

  • ERP/Accounting Section - Sync if ERP
  • Set each to Disregard if needed
  • Prendio Departments Section - Create Each
  • Name, Description
  • ERP Account Map/Disregard if ERP
  • Select Allowed GL Accounts
  • Watchers and Approvers (if company setup...)
  • Users (if company setup....)

Terms

  • List of available terms is fixed in Prendio. You can map these terms to your ERP terms
  • ERP/Accounting Section - Sync if ERP
  • Set each to Disregard if needed
  • Prendio Terms Section
  • ERP Account Map/Disregard if ERP

(Move suppliers to end of row)