AdminFinance

Connect accounting and manage handoff

To connect accounting and manage handoff, start with finance access, the correct Business Account, branch, reporting period, and original financial evidence. In Admin, browse marketplace, select accounting provider, connect provider, and map accounts and taxes. Confirm the branch, period, source document, tax treatment, amount, and status before recording or exporting financial information.

Before you start

Finance access, the correct Business Account, branch, reporting period, and original financial evidence
Confirm amount, tax, status, currency, and dates before recording or exporting

Choose an accounting provider

Open /marketplace and select a supported accounting provider.
Read its setup, credential, mapping, and handoff requirements before starting a connection.

Configure provider mappings

Open /settings/marketplace/:provider and complete the displayed connection plus account and tax mappings.
Save once and verify the connection state without placing credentials in Support evidence.

Run and recover accounting handoff

Open /finance/accounting, run only an enabled handoff, and monitor its run and queue state.
For a failed item, correct its mapping or source record before requeueing once; do not repeatedly resend an uncertain item.

Expected result

Provider setup shows a saved connection and mapping state, while Accounting handoff shows each run, queued item, success, failure, or exception. Requeue creates one new attempt only after the prior failure and source issue are understood.

Permissions

Marketplace and Accounting handoff require settings.read; provider setup requires settings.write; provider credentials and sync operations keep backend authorization.

Troubleshooting

A provider cannot connect or mappings remain incomplete.

Read the provider setup error, verify only the displayed requirements, and correct account or tax mappings before saving again. Never send provider credentials, tokens, or secrets to Support.

A sync item fails or remains queued.

Inspect the run, queue item, source record, and error before requeueing once. Stop if another attempt is pending or the mapping is unresolved; report safe run and item references plus the redacted error.

Use the Finance overview
Use Finance to reach the correct invoice, expense, VAT, or accounting workflow and verify source amounts.Review sales invoices and subscription billing
Review sales invoice detail and exports separately from Business Account plan and subscription settings.Record and manage expenses
Create, verify, edit, or delete the exact expense record with its source amount, tax, category, and branch.