A Formal Undertaking is a document used by Chambers of Commerce during the issuing of international trading certificates (i.e. certificate of origin; movement certificate; international import certificates etc.) for Traders. The Formal Undertaking allows Chambers of Commerce to ascertain from [...]
This post provides a convenient list of links to all the Xero and EdgeCTP integration topics covered in our blogs. Here is the Table of Contents (ToC) and probably the best way to flow through the tutorials in sequence: What [...]
In this blog, we glance at some of the frequently asked questions regarding the EdgeCTP and Xero connection. Frequently asked questions (FAQs): What Data Flows Between Xero and EdgeCTP? How to connect EdgeCTP with Xero? How to disconnect EdgeCTP and [...]
EdgeCTP is where a business performs all their day-to-day trading activities, such as client contacting, product making, buying, selling, deliveries, documents + certificates generation, etc. Xero is where business records (accounts for) all their financial transactions and positions + balances, [...]
Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you've logged in for the very first time. You'll learn how to: Set Up Your Company Details Manage Signatures, Users + [...]
Once you have created an invoice in EdgeCTP and copied it to FreeAgent, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to FreeAgent too. Again this is relatively simple to do. [...]
Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) Stock or Product lines (i.e. items or articles that are sold [...]
Overview Users of EdgeCTP can disconnect their existing connection to the online cloud-based FreeAgent accounting package when they wish to perform tasks in EdgeCTP that they don't want to replicate in FreeAgent (or at least until they re-connect or sync [...]
Sign-Up and Get Started with EdgeCTP This post will show you, in just 2 minutes, how to sign-up and get started with EdgeCTP, and its packages of EdgeCERTS, EdgeDOCS, EdgeXTRA, EdgeSalesFlow, EdgeTradeFlow etc. 1st Minute: Signing-Up to EdgeCTP Open your favorite [...]
Overview: Once you have FreeAgent connected to EdgeCTP you're pretty much good to create an invoice in EdgeCTP and, with one click, copy it to FreeAgent. If you haven't connected FreeAgent to EdgeCTP then see 'How to Connect EdgeCTP to [...]