We continue to enhance our integration with accounting platforms, though some updates are not synced automatically yet. The details are listed below.
If your workflow requires more syncing options, please contact [email protected] so we can support.
Bill Changes
Any edits made to bills in Request Finance are not automatically reflected in your accounting software. These updates must be entered manually.
Bill Credit Notes
Vendor-issued Credit Notes added to bills in Request Finance do not sync to your accounting software and must be recorded manually.
Vendor Edits
Changes to vendor information within Request Finance are not synced. Please ensure the same updates are made directly in your accounting software.
New Vendors
If a new vendor is added in Request Finance, you must match them to their corresponding vendor in your accounting software. There’s a 24 hour delay for vendors in your accounting software to be synced back to Request Finance.
New Payment Methods
New payment methods (wallet + token combination) must be matched to asset accounts.
Manually Paid Bills
Manually paid bills, either externally in fiat or externally in cryptocurrency, are not synced to your accounting software.