Course Outline
Getting Started - iQ
There's a few steps that will need to be completed before you can start using Indigo Pro to match your supplier invoices.
Files other than PDNs and PRNs must be uploaded to InShip in the order of
- Tax Codes
- Cost Centres (if applicable)
- General Ledger Accounts
- Suppliers
To create these files, go to Company>Data Exporter, select all required schemas, and click export. Note where these files have been exported to
Go to the Indigo Pro tab in Intact, click Export Files and click Add.
Take your File path from the previous step, and put it into the File path box.
In the File Type box, ensure that the file type you specify matches the document in the file path.
Repeat this step for all the files that you need to import and you should be able to see them from the Indigo Pro website in settings>company settings, and going through the menus on the top left.