Accounting Export Setup

Accounting Export Setup

This guide explains how to import configurations from the customer accounting software or ERP into SiFi, verify, and export transactions. Each step includes detailed instructions and the allowed users who can perform the actions.

Step 1: Import and Configure

Description

Import key configurations from your accounting tool or ERP into SiFi. This includes the General Ledger (GL), and Vendors, and custom fields for additional information such as Departments and Cost Centers.

Allowed Users

  • Admin Users
  • Finance Managers

Step 2: Verify and Assign Transactions to Accounting Fields

Description

Assign transactions to the appropriate accounting fields (GL Accounts, Cost Centers, and Vendors), to ensure they are accurately prepared for export.

Allowed Users

  • Admin Users
  • Finance Manager
  • Accountants

Step 3: Export

Description

Export verified transactions from SiFi into your accounting tool or ERP for final reconciliation.

Allowed Users

  • Admin Users
  • Finance Manager
  • Accountants

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