Purpose: A clear, step-by-step guide for SiFi customers to connect their Wafeq accounting system to SiFi and start syncing transactions.

Getting Started

Before you begin:

• Create a dedicated Wafeq user for this integration: This will help you clearly identify transactions synced from SiFi, as they will show as synced by this user. Make sure to assign the role Administrator during the creation of this user.
• You can also use your own Wafeq admin account if preferred, although this is not recommended.
• Confirm your Wafeq Chart of Accounts is up to date.

Integration Overview

The integration process happens in two main steps:

1. Sync configuration data from Wafeq to SiFi (Accounts and Contacts). This step can only be performed by users with the Admin or Finance Manager role in SiFi.
2. Sync transactions from SiFi to Wafeq as journal entries. This step can be done by users with the Accountant role in addition to Admin and Finance Manager.

Integration Steps

Step 1 — Log in to Wafeq

• Go to your Wafeq account at app.wafeq.com and sign in with your admin account (or the dedicated integration user you created).

Step 2 — Start the Integration in SiFi

• In your SiFi account, go to Configuration → Accounting.
• Select Wafeq from the available integrations.
• Choose the organization in Wafeq that you would like to connect to SiFi.
• Click Connect.
  

• Once the connection is established, go back to your SiFi tab to continue.

How to get these details:

• Organization: Visible in the top-left of your Wafeq workspace. If you only have one organization, it will be selected automatically.

Step 4 — Select Attributes to Sync

• Once connected, you'll be prompted to choose which attributes from Wafeq you want to sync into SiFi.
  • Accounts: Mandatory, these must be synced for the integration to work.
  • Contacts (Vendors): Optional, select if you track and use vendor information in SiFi.
  • Cost Centers: Optional, select if you track and use Cost Center information in SiFi.
  • Projects: Optional, select if you track and use Projects information in SiFi.
  • Locations: Optional, select if you track and use Locations information in SiFi.
• Check only the options that apply to your organization and that you actively use in your workflow.
• Once selected, click Continue. This step may take a moment while the system syncs — the time needed will depend on the size of your Chart of Accounts.
  

Step 5 — Review Your Configuration

• After the sync completes, you will be taken to your Integration Configuration page.
  

• Click on Accounting FIelds. Here, you'll see the synced attributes from Wafeq displayed.
• Set your Source Account: This is the account in Wafeq that is linked to your SiFi wallet. Choose the bank account from Wafeq that is used to classify and record transactions processed through SiFi.
• An Auto Sync option is available — enabling this will automatically refresh your data daily without any manual action, keeping SiFi up to date with your latest Wafeq information.
• Now your configuration is complete.

Step 6 — Explore the Accounting Menu

• Go to the Accounting menu in the SiFi sidebar.
• This tab is available to users with Admin, Finance Manager, and Accountant roles.
• In this section, you will see:
  • Expenses: This contains your card expenses.
  • Transfers: Includes transfers and reimbursements.
  • Others: Covers cash-in and cash-out transactions.
  • Filters: Use the standard filter options to focus on the transactions you want to review.

Step 7 — Verify Transactions

• To verify transactions, you need to assign at least an account to each transaction.
• The account you assign will correspond to the transaction direction:
  • For debit transactions, you assign the debit account.
  • For credit transactions, you assign the credit account.
  • The opposite side is automatically set to your Source Account configured in Step 5.
• SiFi provides a bulk action option to assign accounts to multiple transactions at once.
• For example, you can filter transactions by a budget, such as Budget = "Marketing Campaign 2025", and bulk assign all these transactions to the Wafeq account Marketing Expenses.
• All verified transactions will be moved to the Verified tab for easy tracking.
• This bulk assignment saves time and ensures consistent accounting.
• Always review assigned accounts before completing verification.

Step 8 — Sync Transactions

• Once you finish verifying your transactions for the week (by employee, budget, or whatever logic works for you), you can sync all at once.
• Syncing is done as either Expense (or) Manual journal entries(Draft).
• Journal entries will remain in ‘Draft’ status until they are ‘Posted’ in Wafeq.
• Each transaction will create one corresponding entry in Wafeq.
• Voilà — all transaction details and supporting documents will be added to Wafeq automatically, posted under your Source Account and the verified GL account for each transaction.