Getting Started

Learn how sync your accounting software and create mapping rules

Understanding the Accounting Dashboard

Dashboard View

image__7_.pngIn the Dashboard section, you can view all banking and card transactions, as well as their mapped attributes. 

Filters allow you to sort transactions easily - by sync status and missing attributes. You can find out what transactions have not been synced yet, or what transactions are missing key attributes, allowing you to make changes or take action as needed.

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Also in the Accounting> Banking tab, you can manually sync specific transactions by individually selecting items to sync. 


Click Sync Selected, then choice your desired sync period. Click Start Sync to complete the action. 

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