Access Financials – Gotchas
Access Financials is a powerful cloud-based accounting and finance software designed to provide businesses with a smarter, more integrated, and scalable way of working.
3 gotchas across 3 resources
These are connector-specific behaviors and limitations to be aware of when integrating.
Credit Notes1 gotcha
creditNotesAddAccess Financials creates credit notes as live/posted transactions immediately. Live transactions cannot be updated, so to correct a credit note you must delete it and create a new one.
Invoices1 gotcha
invoicesAddAccess Financials creates invoices as live/posted transactions immediately. Live transactions cannot be updated, so to correct an invoice you must create a credit note and issue a new invoice.
Payments1 gotcha
paymentsAddAccess Financials creates payments as live/posted transactions immediately. Live transactions cannot be updated, so to correct a payment you must delete it and create a new one.