At the end of these steps, you will have sent this week's accounts to your accounting package.
Steps
Click Accounts > Integration.
Make sure you are on the tab, "Sync Data with x" (where x is your accounting package).
Click the checkbox in the first column to select all Clients.
Scroll to the bottom of the first column, click "Send to x" (where x is your accounting package).
Proceed right to each tab following this process excluding the following:
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”.
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).