Integrations

7 articles

Insert Electronic Signatures with Infotrack: DocuSign

InfoTrack is an online search tool for conveyancers and law firms to purchase report services for legal processes. One of its features is accepting electronic signatures with SignIt. To use this ...

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Setting up BPAY

This article applies to the following scenario You would like to use BPAY as a way to collect money from clients Concepts A unique BPAY reference is generated for two types of items in the...

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Verify BPAY CRN Check Digit (MOD10V01)

This guide helps you test the accuracy of BPAY Customer Reference Number (CRN) generation and validation using the MOD10V01 algorithm via the BPAY CRN Generator Tool. TABLE OF CONTENTS Overv...

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Setting up a Zoom account

Overview Prior to using your Zoom integration, you will need to get an account set up with Zoom. Setting up a Zoom account The integration requires a minimum of 1 admin/owner account lev...

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Setting up DEFT Payment Systems

Guide Overview TABLE OF CONTENTS Guide Overview Setting up DEFT Payment System Process for Issuing Documents with DEFT Payment System DEFT Payment Systems, developed by Macquarie Bank,...

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Eve AI

Overview Eve is an AI Powered reporting assistant which allows you to use natural language to ask financial reporting related questions for quick answers. Eve is accessible to all users.  Eve...

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Use Eve AI to draft an Invoice, Account Summary and Pre Bill Report

Overview Eve is an AI Powered reporting assistant which allows you to use natural language to ask financial reporting related questions for quick answers.  you will be able to use Eve AI to draf...

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