Connect to Another Finance System

Step 1

From the homepage, select 'Configuration'.

Step 2

Select the 'Company management' option.

Step 3

Select the 'Connection' option.

Step 4

Select the 'Configure' option next to 'Configure new connector'.

Step 5

Select 'Connect to another finance system' from the available options.

Step 6

Select which month your financial year starts.

Step 7

Click 'Ok'.

Step 8

For your system to process invoices correctly, you need to upload data to synchronise with your finance system.

To complete connection configuration, see Configuration > Reference Data Management.

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