The Accounting page provides an improved user experience for finance personnel performing end-of-month reconciliation tasks. 

Below is a description of each tab on the Accounting page and its functionality: 

1. The To Review tab displays settled transactions that require review by a finance team member. Once reviewed and marked as Set to Ready, the transaction moves to the Ready to Sync tab.

2. The Ready to Sync tab presents transactions ready to sync to the ERP. You can sync manually (e.g., one by one or a few at once) or wait for the auto-sync feature to do it. If the platform synced the transactions successfully, the transaction will ‘move’ to the All tab otherwise, the transactions will remain in the Ready to Sync tab with a relevant error message. If you mark transactions as On Hold it moves back to the To review page.

3. The Done tab includes all the successful syncs. 

4. The 'All' tab displays all the transactions including pending, completed, Not Synced, Synced (Success and Failed), etc.

5. The 'Pending transactions' tab presents transactions that have not settled yet.

How to enable the Auto Sync option?

By default, the Auto Sync option is turned off. 

Users with an Admin or Pro profile can turn the Auto Sync on by navigating to the upper right side of the Accounting page and clicking on the 3 dots.   

if the Auto Sync is on, when the Ready icon is clicked on the To Review tab, the transaction moves to the Ready to Sync tab and is automatically placed in the sync queue. The sync is processed automatically every few minutes, so no human intervention is required. 

Notes:  

• The Accounting page is available for Administrator, Pro, and Auditor profiles.
• Customers need to have a Mesh-ERP integration to make use of this feature.
• The Reconciliation Flow needs to be enabled on the Company Settings page.
• Similar to the Transactions page, the Accounting page allows Admin/Pro and Auditors to refresh their ERP fields (for example, NetSuite). To do this, navigate to the upper-right part of the page.