When is a good time to sync accounts?
When to sync accounts and when not?
Abhinav
Last Update 2 jaar geleden
When not to synchronize Accounts?
When a user clicks on Sync Now button, Agentricks starts synchronizing accounts. All the accounts in your offline data get updated as per portal's status. Now if you have prepared schedules/lots/lumps which are not submitted to your Post Office and verification is pending. Please do not synchronize them. Because if you do so, your local data will get updated as per portal's status that will result into reversal of account status in local data. As a result confusion may arise, regarding which accounts are deposited to post office and which accounts are not.
When to Synchronize Accounts?
So, a good time to Synchronize your accounts with DOP portal is 1st of every month, 16th of every month and the evening of exact day on which you have submitted lots to post office and those are verified by the officials duly signed with stamp. You should take it as a rule for a better management of your agency operations. Have a great time!!!