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There are 2 ways to resubmit a trigger.   Submissions List On the 'View Submissions' screen click the information icon on the right hand side of the entry: This will bring up the triggers page for that submission.  Clicking the '... Read More

If you have an existing lookup and need to update it's contents, follow the steps below: Expand the ‘Forms’ menu on the left and click ‘Lookups’ Click ‘Edit’ on the ‘HSQE’ entry Click &lsquo... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Quickbooks' option. Clicking the 'Connect to Quickbooks' button will show a login prompt allowing you to enter... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Products/Services and Tax Codes' .  Items held in Quickbooks will then... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your... Read More

If you are not receiving emails it could be that your ISP/Email provider is blocking our emails and marking them as spam. To resolve this please contact your IT provider and ask them to whitelist the domain pro-forms.co.uk . This should unblock the... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Tax Rates' .  Tax rates held in Xero will then be imported.   Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Account Codes' .  Nominal/Account codes held in Xero will then be imported. Â... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your contacts... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option. Clicking the 'Xero Login' button will show a login prompt allowing you to enter your XERO... Read More