Donal Tobin’s Post

Introduce reliable statementing. Manage flexible scheduling, statement messages, and attachment formats all in one interface. - Consolidate invoices from different databases - Flexible statement scheduling - Configure predefined statement messaging - Configurable statement formats — PDF, CSV - Implement Branch permissions to represent Statement copies - Add additional charges such as interest on overdue amounts - Add DocPack attachments - Create automated DD files Learn more: https://lnkd.in/gxt5B2nd #onaccount #financialmanagementsystems #receivablesmanagement #statementing #contractormanagement #supplychain #getanedge 

You can add users manually, in bulk using the comma-separated value (CSV) files or using the automatic license assignment. Manually you can add up to 25 users, and with CSV, you can add up to 1000 users to your organization for contact center access. For more details on automatic license assignment, see Set up automatic license assignments in Control Hub. Use the automatic license assignment to assign standard or premium license to a user. You can continue to mark a user as a supervisor manually. Avoid adding a user to multiple groups as a user requires a single contact center license. If both standard and premium licenses are assigned by adding a user to multiple groups, the premium license applies. While configuring automatic license assignment for contact center users, avoid applying the template to the existing users. If applied to existing users, all custom profiles may reset to default user profiles. We recommend that you use the automatic license assignment for new users.  After updating an existing user's license, it is necessary to synchronize the users with Control Hub. For instructions on how to perform this synchronization, refer to the "Sync Users" section in the Tenant Settings article. When a user is deleted on Control Hub, the corresponding contact center user will be deleted automatically.

🌟 Introducing Order Upload via CSV: Streamline Your Order Visibility! 🌟 We're excited to announce the launch of our latest feature: Order Upload via CSV. This new addition to our platform offers an alternative way for our clients to create orders and shipments without needing to integrate with our API. 🔹 Who Will Benefit? This feature will benefit businesses both big and small. Whether you are a larger business offering something outside the norm or a smaller business without robust systems in place, this feature allows you to keep all your information and visibility in one place, offering a single source of truth for your orders or your customers' orders. 🔹 Why This Feature? Order Upload via CSV is a feature we've discussed with several clients. A recent increase in demand prompted us to prioritise its development. We listened to your needs and are proud to deliver a solution that enhances your experience with our platform. 🔹 How Does It Work? In our self-service Admin Portal, you can create a new 'Integration', map the fields in your file to the fields our platform expects, and specify the SFTP location from where we should collect the files. Once configured, our system will poll the SFTP location and import any new orders that appear in the files you've uploaded. If you have any questions or need assistance configuring the import, our support team is here to help! 🔹 Learn More Want to learn more or have questions? Contact us here: https://lnkd.in/eZv5yqVm #newfeature #visibility #easeofuse #selfserve #optix

With just 2 months left until the July 1 deadline, hospitals must ensure their MRF (Machine Readable File) is updated to CMS’ standard template. Hospitals can choose from three acceptable formats: - Tall CSV will provide simpler maintenance and more efficient storage (Multiple rows for each given charge and 1 set of columns for payer/ plan names) - Wide CSV should be used for an easier analysis without technical tools (1 row for each charge and an additional column for each payer/plan) - JSON schema is considered the most straightforward, allowing for the storage of hierarchical and relational data in a plain text format. For guidance refer to the CMS documentation providing CSV file specifications under 45 CFR 180.50: https://bit.ly/4auljBe

Are you manually inputting data from various CSV files into your general ledger account? Venn Technology’s CSV Uploader Tool simplifies and speeds up the process. Just upload your CSV files to our tool, and in seconds, all files are converted to new journal entries in Sage Intacct.

💼 Maximize productivity with EZ Coordinator! If you're facing challenges in transferring your CSV data, our expert support team is here to lend a hand. With our assistance, you can seamlessly integrate your data, optimizing your workflow for enhanced productivity. Contact us today and let's streamline your operations together! #ProductivityBoost #EZCoordinatorSupport #DataIntegration

Better searching and filtering is almost done! A much needed feature for our Customers overview. Need to find everyone on a certain plan? Just select it. Need to find who has a certain product in their subscription? Just add it. Then download the filtered results as CSV. Perfect for doing batch maintenance operations when products need to be replaced. Or exporting all email addresses for customers that have a certain product that will soon be out-of-stock. Take a look at the preview:

The "Import Companies from CSV" feature is easily one of my favorites in Clay. I use it for everything. If I had to choose between this and the "Write to Table" feature, I'd go with the CSV import every time. Picture this: you have a table with 35,000 companies that you need to transfer to another table, and a meeting with a client in 10 minutes. My advice? Use the CSV import feature and make sure everything is mapped correctly, or you might be waiting until tomorrow for that table to be ready. Just my two cents.

👋 We’ve just added a new twist to our bulk data downloads! Now, alongside the usual JSONL format, you can also opt for the super-accessible CSV format. This means you have even more flexibility in how you receive and handle your data. Here’s why CSV might be the game-changer you’ve been waiting for ⤵️ → Accessible for all: CSV files are designed to be simple and intuitive, making it easy for everyone, regardless of technical know-how, to work with data. → Adaptable integration: Seamlessly compatible with a broad range of software tools, CSVs provide you with unmatched flexibility. → Easy sharing: Lightweight and effortlessly shareable, CSVs simplify collaboration and data exchange. JSONL is still available if it’s your format of choice. You just now have the flexibility to pick the format that aligns best with your needs. 🙌 And if you’re unsure which format is right for you, we provide information about the differences before you download. 😉 Sign in and start exploring. 👇 #bulkdownloads #API #webdata #CSV

Do you work with 3CSV (Comma Separated Values) files as part of your #documentcontrol work? Here’s how to deal with CSV files and some rules and tips to make your work with them easier! #DocBoss