Docketman - Syncing Slips with Brief Accounting

 

1. To send your slip(s) to Brief Accounting, select the Sync Slips icon from the Docketman Home screen:

 

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2. You will be prompted to Sync All Slips or Select Slips to Sync. Click All Slips to send your full slip list to Brief Accounting:

 

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3. If you only wish to send some of your slips to Brief Accounting, click Select Slips. You will be presented with your Slips List. You can select the slips you wish to send. Click Sync at the top when your selection is complete:

 

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4. You will be presented with a Slip Sync confirmation box after the Slips have been sent. Once Slips have been sent to Brief Accounting, they can no longer be edited in Docketman.

 

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