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General Ledger FAQ

Below are some commonly asked questions about how Confido interacts with your ERP

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Written by Max McLaughlin

  1. Is there a Two-Way Sync?

    1. There is a limited two way sync. If you delete a check we will sync that back and put it in the unapplied queue. All updates to individual checks (amount, allocations, etc) need to be made in Confido, if they are made in the ERP they will not be reflected in Confido

  2. How frequently do we sync updates?

    1. We sync updates every hour from your ERP but you can manually refresh at any time

  3. Do attachments post?

    1. Yes, we will post the remittance and backups when posting the credit memos/je's

  4. What happens if I try and post in a closed period?

    1. Confido will recognize once your books are closed and prevent any payments from being posted

    2. An error message will populate notifying you to modify the posting date

  5. What ERP's does Confido connect with ?

    1. QBO, QBD, Netsuite, Sage Intacct, Dynamics Finance & Accounting, Dynamics 365

  6. Can Confido support an ERP Migration?

    1. Yes! Reach out to our support team to best practices

  7. Does an item need to be approved before it can sync/post to the GL?

    1. No. Approval workflows in Confido are a review and routing mechanism — they are independent from GL syncing. An item can post/sync to your ERP whether or not it has gone through an approval step; approvals do not gate the sync process.

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