Bulk Transactions to Accounting System
Using the Send Bulk Transactions Function
Buildlogic allows you to hold transactions that have been approved in a holding file before being sent to the accounting system. This allows users who have access to the holding file to see and approve check the transaction before going to the accounting system. The access to this repository is set in the core module in the user and license section by your Buildlogic Client Administrator. There is also a tick box that needs to be ticked in the other tab in settings to centralise sending to the Accounting system. Once ticked all transactions are sent via the bulk transactions function, not directly by a user. When these two options are set, those will access will see an extra menu in the jobs menu to send transactions to the accounting system.
The users who created/approved the transaction need to have clicked the send to accounting system button, which will send the transaction in this area, when they are happy for the transaction to be sent.
From this bulk list items, you can select to send individual transactions or batched the transactions and push all to the accounting system. To know when there are transactions waiting to be sent there is a widget on the dashboard which will list these transactions that are waiting.