Visionary360 Blog

Day: June 28, 2021

Simplify Tax Code Updates | ConnectWise Manage

July brings new tax codes to many states and municipalities.  Updating tax codes in ConnectWise Manage can be painstaking as the built-in tools for mass updating these codes are very limited.  Visionary 360 has created a Productivity Tool called Mass Maintenance Booster (MMB). Included in MMB is a Tax Code Module.  This module allows updating tax codes in bulk with a simple find & update, and handles updating tax codes for Company, Agreements and Sites.

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