Customers
Customers is the partner application's home page. Customers connect to you from their Ledger Doctor with your partner code; once you accept, their packages arrive here every day, encrypted so only this application can read them.
A customer asks to connect
- Give the customer your partner code. On the Migration page of their Ledger Doctor, an approver enters it for each GP company they're moving.
- The request shows under Asking to connect. Admins, and Approvers for that customer, also get an email with a link to it.
- Choose Accept. The customer's first package usually arrives within a few minutes. Decline refuses it.
Until a migration covers a company, it shows Quoting summary only and a Buy a migration link. See Buying.
Each customer
Each accepted company is listed with its latest package. Choose the customer to open its page.
- Ask for fresh data asks the customer's Ledger Doctor for a new package. It arrives the next time it checks in, usually within a few minutes, and you get an email when it does.
- Update their Ledger Doctor (approvers) tells the customer's Ledger Doctor to check for a new version and install it now. It works once the customer's admin turns on Let my partner install updates in their Settings, and needs Ledger Doctor 0.34.18 or later. It updates their whole server, so every company on it. The list shows each customer's Ledger Doctor version and its answer: waiting for it to check in, installing, up to date, or why it didn't update.
- End ends the connection. Nothing more is sent; what you've received stays here.
You see only the customers an admin gave you a role for. If nobody has yet, the page says so; see Security.
Combined charts
A combined chart brings several of a customer's GP companies together into one Sage Intacct chart of accounts. They're listed under the customers; see Combined charts.
No email set up
When the application has no email set up, Customers says so at the top: those emails won't be sent. Asking for fresh data and the other actions that would email you say so too. An admin sets email up on Email.
The header, and Settings
At the top of every page: Customers and Buying, then How do I…? (see How do I…?) and icons. ? opens the help for the page you're on. The gear opens Settings, Partner defaults, Server and HTTPS and Email (admins see them all; everyone sees Partner defaults). The key opens Security, for admins. The person opens My preferences and shows who's signed in.
Settings (the gear, for admins):
- Partner license key: it's on your license page at myledgerdoctor.com, stored encrypted on this machine. Leave the box blank to keep the one saved. Settings shows whether the license is valid and when the application last checked in with myledgerdoctor.com (at start and every 15 minutes).
- Check for updates: the application also checks by itself, and every page offers Install and restart when a new version is ready.
- Install new versions automatically: tick it and give a window, like 01:00-05:00 (this computer's time, 24-hour; a window can cross midnight, like 22:00-02:00). Each new version installs by itself in that window, with the same signature checks as Install and restart. It waits while anything is loading into Sage Intacct. The application restarts for a few seconds; your customers' data isn't touched. Choose Save.
- Your defaults and the Sage Intacct client application are on the same page, with the XML sender ID and password for module settings. Who can reach the application is on Server and HTTPS.