Sean Salt

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Latest activity by Sean Salt
  • Sean Salt created an article,

    Bouppteckning Notifications

    This is a Module Configuration that comes at a cost. If you would like to have this available, please contact support@lex247.com with a reference to this article to have it set up.  When this Modul...

  • Sean Salt created an article,

    Setting up Chart of Accounts

    After integrating with your Accounting Software of choice, you will need to set up your Chart of Accounts in Control Panel for each Invoice Profile that you have setup in LEX.    What is Chart of A...

  • Sean Salt created an article,

    2023 - July Release

    Published Date: 2023-08-04Version: 1 Quick LinksWhat's NewImprovementsAddons We have been hard at work upgrading LEX247 which will allow us to introduce some exciting features soon. Please keep an ...

  • Sean Salt created an article,

    NetDocuments: Regranting Consent Access

    Before going ahead with the below, ensure that you are logged into LEX with your Service Account email. This email could be something like lexintegrations@company.se or something similar.    To reg...

  • Sean Salt created an article,

    Updating Last Name Prefix

    To change the last name prefix, first, you need to identify what you need to change.  Below are some examples.  Adding the Last Name Prefix Editing the Last Name Prefix   Adding the Last Name Pre...

  • Sean Salt created an article,

    Adding a Last Name Prefix

    You can only add a Last Name Prefix when creating a Person Entity. Below are the areas where you can create a Person Entity. Client Card > Contacts-view > Client Contacts > Add Contact... > Create...

  • Sean Salt created an article,

    1 of 2 - SharePoint: Creating Site Collections

    To create your Site Collections, head over to your SharePoint. The URL should be https://xxx.sharepoint.com/SitePages/Home.aspx where xxx is the name of your SharePoint. Click the App launcher on t...

  • Sean Salt created an article,

    2 of 2 - SharePoint: Updating LEX247 Configuration

    Before you can update the settings in Control Panel for your SharePoint integration, you first need to create the Site Collections in SharePoint first. Without these Site Collections created first,...

  • Sean Salt created an article,

    Uninstalling DMS: NetDocuments

    To uninstall NetDocuments document management system integration, head over to the Control Panel, under the General section, click on Manage Integrations. Once you are in Manage Integrations, unde...

  • Sean Salt created an article,

    Setting up Accounting System: Fortnox

    Quick LinksSetting up FortnoxFortnox Service Account Setting up Fortnox Integration Before you integrate LEX with Fortnox, ensure that you are using the app.lex247.com URL and not the standard URL ...