Please enable JavaScript to view this site.

pVault® Help

External queries are used to connect with your accounting software's database and through it, will import and automatically refresh accounting data information. This eliminates the need for duplicate entry and keeps the software in sync with the accounting system.

 

Greenlight CM™ is bridged through pVault® to your accounting system.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Manage Greenlight, GreenlightManageGreenlighticon-mh.
 
The main screen displays with the Users tab active:
 
GreenlightManageGreenlightmainscreen-mh
 

3.Click the Configuration tab.
 
The following screen displays:
 
GreenlightManageGreenlightConfigurationtab-mh
 
Important:  You can re-size your grid row height to display all the text in the row. Click in any row and use your mouse to drag the grid line up or down. This includes the header row.
 

4.In the External Queries grid, use the Bridge Connection field dropdown to identify your accounting system.

5.For the query types, use the associated External Query column field dropdown to make your selection.
 
Note: Most queries will be Standard unless you added a custom query.

 

 

Adding Query Types

 

1.On the Configuration tab, in the External Queries grid, click Add Query, GreenlightAddQuerybutton-mh.
 
The following Add External Query to Company dialog box displays:
 
GreenlightConfigurationscreenAddQueryAddExternalQuerytoCompanydialog-mh
 

2.From the Query Type field dropdown, select the appropriate query type.
 
GreenlightConfigurationscreenAddQueryAddExternalQuerytoCompanydialogQueryTypefielddropdown-mh
 

3.In the External Query field, add a new external query.

4.Click Add, GreenlightConfigurationscreenAddbutton-mh.

 

 

Version 2024.01.36 1/30/2025
© 2025 Paperless Environments, LLC or its affiliates ("Paperless") or its licensors.  All trademarks mentioned are the property of their respective owners.  Use of non-Paperless trademarks is not an endorsement of any person or product.