Advanced Accounting
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Modified on: Thu, 27 Jun, 2024 at 11:03 AM
Have you recently upgraded to Advanced Accounting and ready to get started utilizing the features?
Advanced Accounting is made up of three main pieces:
Invoice Approvals allows you to set additional layers of approval for the AP Inbox. You can set these based on chart of accounts, department or invoice amounts. This article explains how to set this up in more detail.
Bank Sync is connecting your bank activity using Plaid to Inn-Flow so that you have bank balance comparisons and new bank activity importing nightly. This feature allows you to view multiple banks activity within a single location, rather than logging directly into each bank account, which can be very time consuming and tedious. Although this does not pull in statement ending balances, if kept up with frequently, you can have your bank accounts reconciled as early as the 1st of the following month! Here's more information on this feature including how to set it up from the Accounts page and reconcile through the Bank Sync page.
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