How do I Assign Name Codes for Mapping Clients?

A MoneyWorks name code is a case sensitive unique identifier for customers.

When sending client information from Billings Pro to MoneyWorks, you must enter the appropriate MoneyWorks name code. This code must match exactly to the code set up for the customer in MoneyWorks. If you have a new client who does not currently exist in MoneyWorks, you can create the client in MoneyWorks manually and set a unique name code, or, export the unmapped client to MoneyWorks which will create the client in MoneyWorks for you and assign a name code at that point.

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