Guides

Below are all the guides for SyncDirect.

End User

How to Use

Administrator

How to Configure 

Technical

How to Install 


Videos

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Product Functional Areas

Client Setup

Activating a client within Central Console
Linking XPA ledgers in Central Console
Activating a license in SyncDirect Console
Searching in SyncDirect client list

Data Collection

Browse – Manual/Excel
Cloud
Email
Datafeed
Data collection types
Supported Data Sources
View Data
Export Data
View Status History

Mapping

Mapping screen view (what do the different colours mean?)
Target elements
Predictions
Filtering columns
Unmapped/Unused elements
Delete unmapped entries
Mapping between source and XPA
Mapping multiple lines
Export to Excel
Import from Excel
Import Chart Mapping from XPA
Chart Maintenance

Importing to XPA

Importing client data into XPA
Viewing data in Bank statement entries
Selecting GL / TB import type

Client/Data Maintenance

Snapshot selections
Clearing transaction collections
Deleting transaction collections
Changing client balance date