Synchronisation

In this article you will find information about:

1. Synchronisation

2. Enhanced Synchronisation

3. Understanding the options available on Synchronisation in detail

4. Where you can find Sync option?

5. Accounting system specific sync options

1. Synchronisation

• If you have made any changes in your accounting system and want to update it in Smartbooqing then you need to synchronise the administration in Smartbooqing.
• Go to the administration, click on synchronisation button. With this click, the whole administration will be synced. Since the complete administration details are being synced this, sync take a longer time.

2. Enhanced Synchronisation

If you want to sync only specific details like- daybook, account codes, VAT codes, cost codes, contacts, project codes, partner codes, this is possible now.

Steps:

1. Select the administration
2. Click on the arrow button to sync specific option.

3. Understanding the options available on Synchronisation in detail

• You can now sync individually- daybook, account codes, VAT codes, cost codes, contacts, project codes, partner codes.
• Select the option you want to sync.

1. Sync Now: Click on sync now, to get details from accounting System.
2. Sync All: All details (daybook, account codes, VAT codes, cost codes, contacts, project codes, partner codes) will be synced for that admin.
3. Last Synced: System shows the date, when the admin was last synced.
4. Sync duration: This was the time taken to sync last time. This will give you an understanding on how much time approximately you need to wait for successful sync.
5. Progress bar: The sync is in process.
6. Sync parameters: You can only put sync request separately for Contact, VAT code, Account code, Daybook, Period, Cost code, Project code, Partner code.
7. Error messages: If sync fails due to any reason the error symbol will be displayed.

4. Where you can find Sync option?

Sync button is available on the below pages

1. Contacts
2. VAT codes
3. Cost codes
4. Project codes
5. Partner codes
6. Review Page
7. Export error page

5. Accounting system specific sync options

• Based on your accounting system, you will see the option to sync.
• Checkmark (✔️) denotes the availability of synchronisation of respective data based on your accounting system.