Objective

At the end of these steps, you will have sent this weeks 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.

Summary

You will now have sent this weeks accounts to your accounting package.

Knowledge Areas

Accounting Integration

Invoicing