To link with BBC Easy, you must connect from the computer where you normally access Sage 100 ERP.
- Start by clicking either the New Finagraph or New Borrowing Base buttons.
- If you have Chrome or FireFox you'll be prompted to install a browser extension the first time you connect.
- Installing the FinancialLink extension for Google Chrome
- Installing .NET Framework Assistant for the Firefox Browser
- On the Collecting Financial Details page specify the correct reporting date and click the Link to BBC Easy button.
- If a Security Warning dialog box appears, verify it shows Booyami as the publisher and click Run.
- A Launching Application window will appear when FinancialLink starts. The process will ensure that all prerequisites have been installed and FinancialLink is able to communicate with your accounting system. No user feedback is required; while FinancialLink processes the data do not turn off or unplug your computer.
- To ensure the security of the data exchange, the FinancialLink cannot query your financial data until access to Sage 100 ERP is approved. On the first screen of the Link wizard select your company from the list and click Next.
- Next enter your User ID and Password used to access the Sage 100 ERP Company. Click Link to continue.
- The FinancialLink process will then collect the reports necessary. You'll see a page with status of the process. The first box reports on the progress of data collection from Sage 100 ERP - the speed is determined by the size of the database and power of the Sage 100 ERP server. The second box shows the progress of the upload to our servers - this is limited by the upload speeds of your internet connection. The final box tracks the progress of our cloud service analyzing the data and creating your Borrowing Base.
- When completed, you'll be presented with your new report.
Comments
0 comments
Article is closed for comments.