For customers with an active Propertyware integration, it's essential to ensure that all Management Users and Vendors are correctly linked to their respective Propertyware profiles. Proper linking helps to ensure that all submitted Expenditures and Invoices seamlessly transfer to Propertyware.
This article will guide you through the process of linking and unlinking Management Users and Vendors to ensure smooth and accurate data integration.
Link a Vendor
Step 1:
Click Vendors, then click on the desired Vendor Card.
Step 2:
Click Link.
Step 3:
Click the matching Propertyware Vendor from the dropdown list, then click LINK VENDOR.
Unlink a Vendor
Step 1:
Click Vendors, then click on the desired Vendor Card.
Step 2:
Click Unlink.
Step 3:
Click Unlink Vendor.
Link a Management Agent
Step 1:
Click Company Name, then click User Management.
Step 2:
Click Link next to the name of the desired User.
Step 3:
Click the matching Propertyware User from the dropdown list, then click Link User.