Transfer to eFinancials Setup Tab

Use this tab to set up the interface between eSite and eFinancials. eFinancials is a flexible Web-based property management accounting system that includes all standard accounting features. When eFinancials is integrated with your AMSI property management solution, you can use it to set up, process, and report on your organization’s financial transactions and the financial standing of your business.

eFinancials User

Type your eFinancials user identification. This field does not display if Use eSite user id is checked.

eFinancials Password

Type your eFinancials user password. This field does not display if Use eSite user id is checked.

Confirm Password

Type your eFinancials user password again. This field does not display if Use eSite user id is checked.

Post to local eFinancials

This option defaults as unchecked. Accept the default if you do not want the system to post to the local eFinancials Web server. Or, select this check box if you want the system to post to the local eFinancials Web server.

Examples

If eFinancials is installed on the same Web server as eSite, you would post to this instance of eFinancials. In that case, check the box.

If eFinancials is installed on a different Web server than eSite, you must indicate to this instance of eSite to post to eFinancials, which is installed on a different server. In that case, make sure this option is not checked and then complete the fields eFinancials URL and eFinancials database. Refer to the field descriptions, below, for more information.

eFinancials URL

Enter the eFinancials Web site address URL, i.e., the URL path where eFinancials is installed. This field does not display if Post to local eFinancials is selected.

eFinancials Database

Enter the name of the eFinancials database you want to use. A "database" is a set of database connections, so this is the name of the database set for the eFinancials database. This is not the SQL database name. This field does not display if Post to local eFinancials is selected.

Note

Example:

eSite is installed on Web server companyserver1, Dataset A.

eFinancials is installed on Web server companyserver2, Dataset B

To set up this eFinancials transfer option in eSite, which is on companyserver1, eSite and eFinancials are installed on different Web servers; therefore, make these selections:

Post to local eFinancials: Unchecked

eFinancials URL: - http://companyserver2/amsiweb/efinancialsweb/

eFinancials Database: Dataset B