Sync with Accounting

This article focuses on the Sync with accounting function present in the View Expense Approval Request under the Accounts Executive module.

This function helps in syncing data with ERP once a claim has been approved and processed by the Accounts Executive. Once this sync has been completed the approved claim will be reflected in the company’s books of accounts.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are the administrator of the eClaims application

3. Ensure a good internet connectivity

4. Claim submitted should be available for accounts executive’s approval.

Step 1: Go to View Expense Approval Request under Accounts Executive ModuleFig.4.2.3.1.4.1 eClaims Dashboard

Step 2: Select claim, approve and process the claimFig.4.2.3.1.4.2 Master Configuration

Step 3: Click on Sync with Accounting optionFig.4.2.3.1.4.3 Master Configuration

Step 4: Journal Entry reflected in Deskera ERPFig.4.2.3.1.4.4 Master Configuration