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:
Once you have integrated your accounting software
Workspace Admins and Finance 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:
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.
Spend Admins and Spend Accountants have the ability to adjust the settings for each transaction in the Accounting tab, under Waiting or Review: