Manual Accounting Sync Feature

Abacus has updated the Manual Accounting Sync feature to give customers more control over when transactions will sync transactions without disconnecting an accounting integration.

Instead of transactions syncing once in a "completed" state, admins can now choose between auto-sync and a manual pre-reviewed sync while keeping their direct accounting integration active. 

Pre-Reviewing the Accounting Sync

1. On the Accounting Integration page under Company Settings, admins can select to manually review "completed" transactions by switching the Require Accounting Review toggle On. 

2. Admins can view and edit transaction details before syncing them to the ERP. They can do this individually,

or by selecting multiple transactions at once. 

3. Click Sync when finished. 

4. Once a transaction is synced to the ERP, it no longer appears on the Accounting Integration page.