![]() ![]() Clearent Customer ID = FieldEdge Customer's Location.Clearent Order ID = FieldEdge WO#/Agrmt#. ![]() Clearent and FieldEdge Linked FieldsĮxample: If Clearent has an Order ID: WO124, then FieldEdge will have a WO#/Agrmt#: WO124. If reconciling between Clearent and FieldEdge, the following fields are linked and therefore should be visible in both programs. With the report configured, you will now be able to search for specific payments. Note: Each Terminal will save your column selections, so you should only have to configure these once. Click the Choose Columns button and choose the Order ID and Customer ID options and then click the Search button. We now want to add columns to the report. If searching for a Card Transaction, you may specify a Custom Date range.ĥ. Click into the Date filter and choose one of the selections. Next, specify if you're looking for Card Transactions or ACH Transactions.Ĥ. Select the appropriate Terminal, (Swipe) or (Manual).ģ. In Virtual Terminal, select the Transactions tab.Ģ. If reconciling, the next guide will help configure your Clearent data. Upon sorting the data, you are now prepared to easily compare this data against Clearent or QuickBooks. This can be done by selecting the Sort & Filter button, of the Home tab, selecting Custom Sort, and then specify the Payment Date Column, and the Newest to Oldest Order and click OK. Next sort the Payment Date by Newest to Oldest. This can be done by selecting the View tab on the top ribbon, and then selecting the Freeze Top Row option from the Freeze Panes drop down.ģ. In Excel, freeze, the first row of cells. Open the exported data in Microsoft Excel.Ģ. ![]() Note: If you do not already have exported payment report information downloaded and opened in Excel, refer to the previous guide, Viewing FieldEdge Payments Report, to learn how to obtain this information.ġ. The following guide will help organize this data so that it's easier to compare against Clearent or QuickBooks. In order to easily reconcile data between FieldEdge, Clearent, and QuickBooks, it is encouraged to export the Payments Reports from FieldEdge. Configuring FieldEdge's Exported Payment Data If you are not reconciling against Clearent or QuickBooks, this will conclude our guide on how to look up payments in FieldEdge. Note: Exporting is not required if you are simply looking for a particular payment in FieldEdge. Choose the Export button in the top right. For the purpose of reconciling against Clearent or QuickBooks, we will want to export this list. With the report configured, we are now armed with a list of FieldEdge payments that will in most cases, be listed in Clearent and QuickBooks.
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