NOTE: If you are currently using the QB export to process Fintech order, be sure to reach out to your Fintech representative before you transition to Vinosmith to ensure that everything is processed correctly.

Here is how to export your orders:

  1. Go to Orders screen
  2. Click on Export orders
  3. Select Fintech
  4. Select the supplier from the drop down menu
  5. Select the appropriate parameters
  6. Optional: Toggle Account Payment Provider to Fintech. (Please only perform this step if you have communicated with Vinosmith and aware of this setting. Otherwise just skip this step).
  7. Select a date range
  8. Use Account: External Identifier(1) when populated? -- please check this box if this applies to you (please see note below for more information)
  9. Click the blue Export button

 

What does "Use Account: External Identifier(1) when populated?" mean?

  • Fintech requires the Account Name in Vinosmith to exactly match what is in Fintech. 
  • If it doesn't, then the External Identifier(1) field at the Account level can be used to reflect the "exact match to Fintech name", and that checkbox would reflect those values when running the report

 

Do you use Taxes in Vinosmith?

If you have tax tables in Vinosmith and those tax tables are applied to Invoices then Vinosmith can generate Fintech orders file with tax line item identifications.

This means that a taxed line-item will be expanded into 2 rows in the Fintech file, one row for the un-taxed amount and another row for just the tax.

Fintech requires these virtual tax rows to have a known Item Number and Product Description. These identifiers can be specified in Vinosmith on the Tax Table.

Here is how to do that:

  1. Navigate to the Tax Table and edit it
  2. Look for the Fintech: Tax Identifiers field and populate it with a value that conforms to this format: comma-delimit the item number and the product description. For example, input a value like 
     1234567, City Tax
  3. Then save your changes.

When Vinosmith generates the Fintech orders file and line items are taxed those identifiers will be populated into the file.