Question:
Can approved bills automatically synced to my ERP (Quickbooks Online, Sage Intacct, Netsuite: Request to AP, and Microsoft Business Central)?
Answer:
Yes, you can! Here are some reminders before you enable this feature on your current integration:
All approved bills that haven't been synced prior to enabling this feature will have to be manually synced.
Once the feature is enabled, newly created bills will automatically sync to your connected ERP after they get approved.
After each sync, you can expect to see a sync status whether it's a success or not.
If the bill failed to sync due to errors, kindly correct it accordingly, and sync the bill manually.
How to enable auto sync:
Go to Settings > Integerations > and click your connected ERP.
Switch the toggle to ON under Automatic sync / Auto Bill Sync.
The same process applies should you decide to disable it, you'll just have to switch the toggle to OFF. Once disabled, newly approved bills will have to be manually synced like you used to.