Updating Snapshot data to synch with financial system
You cannot update data in Snapshot and have it feedback to the financial system.
NOTE: This is a one way view only.
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Reporting on fields that are not within the financial system
You can report on fields / groupings that are not in the financial system. If it is possible to add additional fields to your finance system, these can be included in a dashboard and then displayed for grouping and filtering. Ask your Partner or Plus ...
Snapshot API and SDK explanation
With most third party solutions, developers would use an Application Programming Interface (API) or Software Development Kit (SDK) to engage with the accounting, payroll or business solution. With Snapshot however, an API or SDK is not required ...
Multiple Vendor Databases with Snapshot
You can run multiple Vendor Databases with Snapshot Let's take ABM as a Vendor - let's describe the options: If it is NOT required to have multiple ABM databases be used in Snapshot simultaneously by users (in other words only one ABM database to be ...
Updating Dashboards within Snapshot
This is done under SETTINGS/CHECK FOR NEW DASHBOARDS. Note: Only the administrator has the rights to update dashboards.
Reporting across Multiple Companies in Snapshot
With just one log in, you can report across multiple companies through Custom Dashboards. The two main ways to achieve this is to either make use a view that references the names of the database and table name or to use Custom Connection strings. ...