Have You Lost Data Visibility After an On-Prem Accounting Upgrade? Here’s Why You Need a Datasource Migration Upgrading your on-prem accounting package or relocating your company file is an important step in maintaining an efficient financial system. However, have you noticed missing data in your financial dashboards after making these changes? If so, your integration with BrightGauge may no longer be properly connected, and a datasource migration is likely required. Why Does This Happen? When

Wise-Sync Won’t Export Negative Subtotal Invoices—And That’s a Big Problem If you rely on Wise-Sync to export invoices from ConnectWise PSA to QuickBooks Online (QBO), there’s a serious issue you need to be aware of: Invoices with a negative subtotal won’t sync. Yes, even if the invoice total is zero, Wise-Sync refuses to export it. This isn’t just an inconvenience—it’s a major roadblock for businesses that need accurate financial reporting. There are two common scenarios

The latest ConnectWise PSA Patch Update 2024.18 introduces significant changes to Manage Administrator permissions and introduces new roles for time and expense management. Here’s what you need to know: New Location for Managed Administrator Permissions The way Manage Administrator permissions are configured has undergone a major update. Previously, the Manage Administrator checkbox located in System > Members > Details Tab > System Pod granted permissions to: Reverse time and expense approvals. View and edit all