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Meghan Buckley

  • Total activity 42
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Activity overview

Latest activity by Meghan Buckley
  • Meghan Buckley created an article,

    13.6.1.3 Release Notes

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Microsoft Dynamics 365 Integration Guide

    Payment AccountsAccounts of type “Bank” and “Credit Card” sync to MineralTree as potential payment accounts.  VendorsVendors must be created in D365, and all active vendors will sync into MineralTr...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Sage 100 initial setup

    Audience: ERP Admin Summary: Reviews how to sync Sage 100 to MineralTree including connector installation and configuration.  Install and setup prerequisites Access to the Sage server A Windows us...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Caliber Integration Guide

    Sync Prerequisites  An API User must be created in Caliber. Each Caliber company will sync with one MineralTree company.  Please see the Creating an API User and API Code article for more detail on...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Create an API User and API Code for Caliber

    Audience: ERP Admin Summary: Reviews how to create an API user and code for Caliber in order to sync with MineralTree.  How to generate an API user and API code To generate these in Caliber: Navig...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    11/15/18: 13.3.2.0 Deployment

    On 11/15/18 at 10:00pm EST, our production servers will be upgraded to version 13.3.2.0.

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    13.3.2.0 Release Notes

    Release Notes for 13.3.2.0 are attached.  

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Disable payment grouping per vendor

    Audience: Accounting Manager Summary: Reviews how to manage grouped payments per vendor.  By default, MineralTree groups payments per vendor per payment date.  This means that if multiple invoices ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    QuickBooks Online Integration Guide

    Sync Prerequisites  A full admin user must be used to establish the initial connection; however, MineralTree users do not have to be QuickBooks users. Each QuickBooks company will sync with one Min...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Meghan Buckley created an article,

    Add an American Express Credit Card to MineralTree

    Audience: Accounting Manager Summary: Reviews how to add an American Express credit card to MineralTree in order to begin making secure tokenized payments.  This article reviews: Overview Amex acc...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes