To activate Cross-Company for Wisefish you need to go through certain setup steps in each company that will use the Wisefish Cross-Company transactions.
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Wisefish Cross-Company Setup
Tenants
Cross-Company Partners
Wisefish Cross-Company Setup
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General
The General tab contains information on the Partner Code, which is the current company the user has selected in My Settings. Here, the Wisefish Cross-Company functionality can be enabled The user must also indicate their sending and receiving instructions in this particular section.
Cross-Company Partners
See chapter IC Partners here below.
Tenants
Please contact WiseFish Support in order to set up the Tenants. The service desk is open Monday through Friday from 9:00 – 17:00 (GMT). Click here to go to our service portal and create a service request.
We can also be reached via phone number +354 545 3232 or through the email help@wise.is
IC Partners
Once the Tenant(s) has been connected the IC Partners can be set up. The IC Partner list is accessible on the WF IC Setup page and all the editing can be done from there. It is also possible to open the WF IC Partner card to edit each partner.
The IC Code is the Company Name of the IC Partner company which the user chooses from a drop down list from the field. When the IC Code is validated it fills out all necessary fields for the Tenant connection.
The user then needs to fill in which Customer and Vendor to associate with the IC Partner and whether the user wants the IC transactions to be processed automatically when they are created in the Inbox.
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