How do I configure the system to create custom screens on company level?

The Integrations screen was enhanced to allow users to create custom screens on company level. This is particularly useful for the scenario where a user needs to trigger an external process to execute from within the system.

The three user scenarios are:

1. Payroll has closed the period and wants to let their middleware layer know that they can fetch the GL details to populate their finance system. They can create a custom screen that has the following fields: Year, Month, and Frequency i.e. weekly or monthly. When they capture these fields and click save, we fire off a webhook as per the below setup and their system receives this and uses these fields to hit our API layer and extract the GL details.
2. The company has configured an EFT file to be sent to our outbox. They can create a custom screen that has the necessary fields and when saved, it fires off a webhook to let their middleware layer know to fetch the bank file that is waiting and submit to the bank.
3. Payroll has closed the period and wants to let their middleware layer know to extract all of the payslip information to populate an internal data warehouse for all sorts of reporting requirements.
   

      Navigate > Configuration > Basic Settings > General Company > Integrations

      

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