Summary
ServiceBox has introduced a new feature called "Copy Accounting Connector Messages to Clipboard" to enhance the customer experience for Accounting Connector users. This feature allows people to more easily manage and resolve validation errors associated with invoices or transactions, by copy and pasting the messages in one large batch. This gives users a way to consolidate them for convenient analyzing or sharing.
Validation errors often require manual intervention, as when there are changes in customer details or other pertinent information. Dealing with multiple error messages can be difficult and part of the frustration lay in going back and forth from the error message page as you fix each input problem. Recognizing this pain point, ServiceBox set out to improve its customers' experience by introducing a small help.
The step-by-step process:
Here's a step-by-step guide on how to use ServiceBox's Copy Accounting Connector Messages to Clipboard feature:
- Open the ServiceBox Accounting Connector section where you manage your integrations with platforms like QuickBooks Desktop or Sage.
- Click on "Start Sync" to Initiate a synchronization process
- Once the synchronization is complete, you'll see a list of invoices or transactions with validation errors displayed on the screen.
- Click the "Copy To Clipboard" button to copy all error messages at once.
- Open a text editor or application like Notepad, Microsoft Word, or Excel. Right-click within the editor and select "Paste" or use the keyboard shortcut Ctrl+V to paste the copied error messages.
- With the error messages conveniently copied and organized in the text editor, proceed to ServiceBox or the relevant platform (e.g., QuickBooks Desktop or Sage) to fix the errors indicated. Follow the necessary steps to resolve each error.
- If you are not able to resolve the error, please send the file to support@jobboxsoft.com for further assistance.