Update Credentials

Seamless requires the Client Secret from your BC tenant to initial the integrations between 2 systems.

Open

Run Now

Use to trigger the syncing between Seamless & BC.

When clicking on this button:

• Seamless will export orders (installment payment) that meet the due date to BC

• Seamless will sync all the status of exported orders from BC to Seamless

  • When the order from BC is closed, the status of installment in Seamless will be updated to be Paid

Retry Overdue Payments

For too-old overdue payments (more than 3 months from the current), you need to manually ask Seamless to get all overdue payments. When clicking the button, Seamless will get all the overdue payments in the past and can get a maximum of 1000 payments per time.

Reference

TBD

• You would need to input the tenant name

Adjustment text for an invoice

Show additional text in invoice description when a policy is MTA

Settlement text for an invoice

Show additional text in invoice description when a policy is Terminated

Accounting transactions submission period in days

Define number of days before due date that Seamless will send the approved claim payment to Business Central

• For instance, Accounting transactions submission period in days = 2, and the approved claim payment due date = 20/02 => 18/02 Seamless will send the claim payment to Business Central

Process Accounting Transactions

Claim payment transactions description format

Comment line 1 format

Comment line 2 format

Purchase invoice item reference