This article walks you through how to push Spend transactions to your accounting software that you have already connected to Cledara.
If you have not yet integrated your accounting software with your workspace, please first set up your integration before coming back to this article. Here are the relevant articles depending on your accounting platform of choice:
Jump to the information you're looking for:
Where do I enable pushing Spend transactions to my accounting software?
What information can I choose to push to my accounting software?
Can I adjust the accounting settings for individual transactions?
Where do I enable pushing Spend transactions to my accounting software?
Spend Admins and Accountants users will see the toggle for your Spend account(s) in Settings > Integrations:
Upon toggling on your Spend account, a pop-up will appear for you to configure the settings of what information you would like to send to your accounting software:
What information can I choose to push to my accounting software?
Depending on your accounting software, your options to choose which information to push will vary:
| Xero | QuickBooks | NetSuite |
|---|---|---|
| Bank statement | Bills | Vendor bills |
| Transactions | Bill payments | Vendor payments |
| N/A (Attachments will be automatically pushed) |
Attachments | Attachments |
These settings will be applied globally to all Spend transactions.
Can I adjust the accounting settings for individual transactions?
Yes. Spend Admins and Spend Accountants can adjust the settings for individual transactions.
This is useful if finance teams want to control what is pushed for a specific transaction. For example, choosing to push only the bill but not the bill payment, depending on their accounting workflow.
This can be done from the Accounting tab of a transaction while it is in Waiting or Review status: