Send this week's accounts to your accounting package

At the end of these steps, you will have sent this week's accounts to your accounting package

Updated on September 25th, 2024

Objective

At the end of these steps, you will have sent this week's accounts to your accounting package.

 

 

Steps

  1. Click Accounts > Integration.
  2. Make sure you are on the tab, "Sync Data with x" (where x is your accounting package).
  3. Click the checkbox in the first column to select all Clients.
  4. Scroll to the bottom of the first column, click "Send to x" (where x is your accounting package).
  5. Proceed right to each tab following this process excluding the following:
    1. TO PULL RECONCILED PAYMENTS or CREDITS FROM YOUR ACCOUNTING PACKAGE:
          - Payments tab: Click "Get x payments". Tick all relevant payments, click "Send to AroFlo" below.
          - Supplier Payments tab: Click "Get x payments". Tick all relevant payments, scroll down and click “Send to AroFlo”.
    2. TO SEND MANUAL PAYMENTS (i.e Cash payments) or CREDITS TO YOUR ACCOUNTING PACKAGE:
          - Payments tab: Tick all payments you want to send, then "Send to x" (where x is your accounting package).
          - Supplier Payments tab: Tick all payments you want to send, then "Send to x" (where x is your accounting package).

You should end on the Post Results tab. 

 

In the event that you encounter an error, see the page: Integration Troubleshooting, or reach out to our support staff.

Send your accounts from the first tab (Clients) moving right to Post Results to prevent errors.

 

Summary

You will now have sent this week's accounts to your accounting package.

 

 

Knowledge Areas

Accounting Integration

 

Invoicing

 

Payments Credits