Overview
This article contains detailed information on how invoices, invoice-related data and objects are processed from Emersion to ConnectWise in a Pull: Emersion → ConnectWise sync mode. For the equivalent information a Push: Emersion → ConnectWise sync mode, go to this article.
Process Overview
Here is this process in detail.
Step 1: Identify new invoice to be processed
Conditions
Invoice status is = status in ConnectWise that triggers the sync to Emersion. This is configured using the Approved Status field in the Pull: Emersion → ConnectWise section of the Invoices Settings page in Cumulus.
Step 2: Create cardlines
Individual cardlines are created for each of the following:
| Time | created for each new combination of work role and work type seen in ConnectWise. |
| Expense | created for each new expense type seen in Connectwise. |
| Product | created for each new product items seen in Connectwise. |
For each cardline, the system will:
- use an existing Emersion product
- create a new ones if it's not present, or if it is invalid.
Where agreements are concerned, agreement numbers will be used where they are found. If not, the above rule still applies.
Invoice Presentation
Below is an example of the Emersion's Labour Charges invoice grid. It shows how ConnectWise time entries are presented.
Service And Equipment Grouping Grid
The Service And Equipment Grouping grid shows how ConnectWise agreement items (a class of product) are shown on the invoice.
The grid will group items where they are attached to an agreement, based on the Agreement Name.
