GL Connect - How to Configure your Accounting Invoice Import Rule

GL Connect - Configure your Accounting Invoice Import Rule

Ensure only the correct invoices are imported into FlexPoint

FlexPoint import rules control when invoices are synced between your accounting system and ConnectWise. Once triggered, FlexPoint imports invoices and updates them when paid, including deposit reconciliation.

Step-by-Step Setup 🛠️

Step 1: Access Invoice Import Rules ▶

1. Navigate to Settings
2. Select Integrations
3. Ensure you're on your accounting system and select Invoice Import Rules
4. Click Add Rule

Step 2: Create Your Rule ▶

Many partners leverage Invoice Total Greater Than $0.00. This ensures invoices with a balance greater than $0.00 are imported, along with the associated customer information.

After defining your rule criteria, click Save.

Learn More About Import Rules

Explore detailed configurations and best practices.

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