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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 Support

  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.

  8. What ERP fields are required for a sellable item or case to sync into Confido?

    1. Sellable items should pull in even if no case is assigned yet, but certain ERP fields must be populated for the sync to succeed. Mandatory fields - sellable item: Name, UPC, Units of measure. Mandatory fields - case: Name, GTIN, Units in case. If a product isn't appearing in Confido after an ERP sync, check that these fields are filled in on the ERP record first.

  9. How often do new items sync from NetSuite?

    1. By default, new NetSuite items are pulled into Confido on request — reach out to support and we'll trigger the sync. If you'd rather not file a ticket every time, ask support to enable a recurring daily sync: once turned on, items you add in NetSuite will sync into Confido automatically the next morning.

  10. Can I rename an item that syncs from NetSuite?

    1. No. For products that sync from NetSuite, NetSuite — not Confido — is the source of truth for the item name. There's no way to hardcode or edit that name on the Confido side and have it stick: Confido intentionally blocks name edits on ERP-synced items, because the next item sync would simply overwrite any local change. To rename an item, update the name on the NetSuite item record — the new name will come into Confido on the next item pull.

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