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Andrew Rosa

  • Total activity 23
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Articles

Recent activity by Andrew Rosa
  • Vendor Remittances & Check Memos

    Audience: Accounting Manager Summary: Reviews how to send the vendor remittance information after a payment is authorized. This remittance essentially tells the vendor that a payment is coming, wha...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • MineralTree Administrator privileges

    Audience: MineralTree Administrator Summary: Reviews what the MineralTree Administrator can change within the Customer Administrator Application with links to the relevant articles.  Overview There...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Accounting System Versions Supported by MineralTree

    ​ QuickBooks Versions            OS            Comments QuickBooks Desktop Accountant - 2014, 2015, 2016, 2017, 2018   Windows   MineralTree supports 2012 & 2013, however QuickBooks has stoppe...

    • Edited
    • 2 followers
    • 1 comment
    • 1 vote
  • MineralTree sync time

    Audience: Accounting Manager Summary: Reviews sync frequency by accounting package.  Sync frequency MineralTree makes best efforts to sync during the following frequencies: QuickBooks Desktop 5 ...

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    • 2 followers
    • 0 comments
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  • Check delivery

    Audience: Accounting Manager  Summary: This article reviews how MineralTree delivers checks, the expected timeline, and what a vendor can expect to receive.  This article contains: Check timeline ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • ACH payments through your bank

    Audience: Accounting Manager  Summary: This article reviews information regarding making ACH payments directly through your bank rather than ACH.com.  This article contains: Summary Setup Process ...

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    • 1 follower
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  • Disconnect and Reconnect MineralTree to NetSuite

    Audience: Accounting Manager and ERP Admin Summary: This article reviews how to manually disconnect and reconnect MineralTree to NetSuite. If the admin user who initiated the token for the NetSuite...

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    • 1 follower
    • 0 comments
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  • Reconnect MineralTree to Intacct

    Audience: Accounting Manager Summary: Reviews how to reconnect to Intacct to MineralTree If you have been set up in MineralTree and previously synced with Intacct, but you see that it is disconnect...

    • Edited
    • 1 follower
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    • 0 votes
  • Adjust the closing date in QuickBooks Online

    Audience: Accounting Manager and ERP Admin Summary: Reviews how to adjust the closing date in QuickBooks Online If a payment fails to sync from MineralTree to QuickBooks Online due to the error "Ac...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Download invoice document

    Audience: Accounting Manager Summary: Reviews how to download the scanned original invoice from MineralTree How to download the original invoice document 1. Find the invoice. You can do this from t...

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    • 1 follower
    • 0 comments
    • 0 votes