Tutorials and app tips
Connect a XERO organization
Connecting a XERO organization to Syncedbeans network.
This function can be performed only by the administrator. Login to Syncedbeans. Locate the settings option in the main menu. Select the "Accounting systems" tab. Click "Add accounting system". Select from a list of available integrations. XERO users will be redirected to XERO to authenticate the organization they wish to connect to Syncedbeans.
Once your accounting system credentials have been verified by XERO, your will be redirected back to Syncedbeans.
You can switch to you new XERO organization by using the company selector in the top left corner.
Connect a Sage Business Cloud company
Connecting a Sage business cloud company to Syncedbeans network. This function can be performed only by the administrator. Login to Syncedbeans. Locate the settings option in the main menu. Select the "Accounting systems" tab. Click "Add accounting system". Select from a list of available integrations. Enter your Sage user credentials. Click "Get my companies". Select from a list of companies available.You can switch to you newly connected Sage company by using the company selector in the top left corner.
Connecting your customers and suppliers
In Syncedbeans we refer to customers and suppliers as "trading partners". Both customers and suppliers can send an invitation to join Syncedbeans and initiate in app connection
Start by checking in our network directory if your trading partner is already connected
You can send an invitation email to join Syncedbeans to your trading partner
Once they are on Syncedbeans network, you can locate them in our network directory and initiate a connection. Your trading partner will receive a connection request in the Syncedbeans app and confirm the connection in same manner as you have initiated in
Your trading partner will receive a connection request in the Syncedbeans app and confirm the connection in same manner as you have initiated in
Processing invoices in Syncedbeans
Create one or more invoice for your customer in your accounting system. Syncedbeans will fetch the invoice and make it available for your customer to upload in their accounting system.
The customer will then logged into Syncedbeans. If the invoice contains items not purchased before from the supplier, three options will be available: create a new item in your accounting system, allocate a supplier invoice line to an expense account or map supplier inventory to an existing item. Syncedbeans will learn how you have decide to process the invoice line and will automatically apply the learnings to subsequent transactions
Key app components
The company selector - helps you navigate between multiple companies you can access.
The message box - keeps you informed on the events in Syncedbeans. This include new customer and supplier invoices uploaded to Syncedbeans or synced to your customers.
The refresh button - gets all the new information from the connected accounting system. This includes GL accounts, items, customers and suppliers and new invoices. Refresh takes normally a few seconds. You would typically need to refresh a connected system if you can't find new customer invoices, items or GL accounts
Settings available to the administrator
Syncedbeans admin settings. In addition to the users' tab you will find 3 tabs: accounting systems, account and account payments.
In accounting systems you manage different companies connected to your account. You can connect or disconnect companies. You can also specify which user have access to which companies.
In the account tab your manage user access to your account. You can grant access to new users or revoke access from existing users. You can also transfer admin rights to another user if you will be on leave.
In the account payment tab you can pay your Syncedbeans subscription and purchase top up bundles. You can also view your invoices and balance
.png)
