To retrieve transactions required for reporting, we need to connect your accounting software (ERP) to Finstack. This is done through Setup > Sources in the left menu.
Use the “Add source” button top right to add a new Source. First choose your accounting software in step 1 and depending on your ERP add additional details in the following steps.
💡 Find more details on connecting your accounting software in Sources
👉 Now you are ready for the next step (2/4): Working Capital