Integrations & ERP Custom Fields / API Developer Documentation

Review results after calling the API

As you start piloting and pushing your AR data into YayPay in batches, use the Aging Report to export the data to Excel, and compare the results for each customer with a similar report obtained from your ERP. 

This comparison will also help to narrow down potential discrepancies on a customer-to-customer basis to ensure alignment before you eventually scale to cover your full Production data set.

At any point after the key data objects above are imported, you can review: 

  • Use the Aging Report menu to view the overall Company AR balance, as well as each Customer's balance (or use the Invoices menu to see a list of all Open Invoices, etc). If you use the Aging Report, click on the Export to Excel to also help you reconcile

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