Milestone 5.1: Balances from your old Software

Modified on Wed, 12 Feb at 3:00 PM

Before running your First Invoice Run, we will need to:

Import your Balances from your previous software
Balances will be imported by your Onboarding Specialist if this something you requested.
Make sure you have sent your balances to your Onboarding Specialist.

Once Imported your Onboarding Specialist will cross check your Balance Report with Discover to make sure they have all Imported accurately.


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