By connecting your accounting integration software to Teampay, we can seamlessly sync important fields, such as your General Ledger (GL) accounts & departments, between both systems.
Requestors will code their requests using these fields, and transactions and funding events will automatically flow into your accounting system resulting in a seamless reconciliation process at the end of the month.
To get started:
Select the dropdown on the top right with your account name > Organization Settings > Connect (Under Accounting Heading, Accounting Integration), and select the accounting software you use. Follow the instructions, and voila!
For detailed guides specific to your ERP, please refer to our Accounting Integration section.
What's Next?
Once your integration is set up, we recommend you return to the Organization Settings page and click Configure under the Dimension Management Heading. From this page, you can toggle on/off, select and configure which dimensions from your ERP are available to your organization.
Click the gear icon under each dimension to select, deselect, and rename any of the specific items within a given dimension that synced over from your accounting software. Under Alias, you can rename a dimension to alter what is visible to the front user.
Helpful Tip: We recommend setting any dimension used to post expenses to "required" and "on request" to ensure that all transactions are pre-coded.
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