We’re pretty excited about the latest Integration improvement, and we think you’d like these too!
The ‘Select’ function is now on for Exporting!
The next time you want to send only a handful of transactions via the Export function, you can now select them and click on ‘Accounting Exports’ to export ONLY the selected.
- Just make sure their equivalent GL code (or CoA code) have been tagged as a category to each transaction before exporting.
- If you’re an ‘Advanced’ user, don’t forget the extra ‘Ready to export‘ category tag too.
- The following categories will not export if they are tagged: Exported, Do not export
Manage your accounting integration from within your account settings
Bonus for Xero Users
For all our Xero Integration users, we have made improvements so that any Purchases/Bills can now have a default due date ranging from 0 – 99.
For all other accounting software users, watch this space!
If you are a Direct Customer:
To apply these changes immediately, click here to get to the Integrations page in Squirrel Street.
Then click on the ‘Edit’ button to update changes. Here’s a preview of what it’ll look like:
Not sure about what these settings mean? Check out this handy guide!
If you are a ProPartner:
If you are a ProPartner, you can apply these changes from the ‘Pending Receipts’ screen from the ProPartner Portal. Click on ‘CHANGE’ to edit the export settings for the account.
You can give us a call on 1300 001 333 or email us firstname.lastname@example.org if you have any questions.