Accounting connection settings

Where to find it

Settings → Connections → select your accounting connection → Settings → General

✅ Common tasks

Set up sync dates and journals

1. Open Settings for your accounting connection

2. Enter an Incoming sync start date (required to save)

3. Select one or more purchase journals for incoming invoices

4. If enabling outgoing bookings, enter an Outgoing sync start date

5. Select sales journal codes for outgoing bookings

Selecting multiple journals lets AI pick the best match; add rules to guide it.

Turn on automatic booking

1. Enable Book instantly to book incoming invoices automatically

2. Disable it if invoices should stay ready for manual booking

3. Enable Add notes to description to include internal notes

4. Ask an Administrator to change any admin-only setting

Disabling Book instantly only stops automatic booking — Cashfeed still prepares the invoices.

Enable purchase order and delivery note sync

1. Enable Enable purchase order sync to pull in purchase orders

2. Enable Enable delivery note sync for three-way matching

3. Turn off Merge identical booking lines first if the option is greyed out

This sync only works with Exact Online, Business Central or Odoo.

🔗 See also

• Accounting integrations

• Invoice booking (accounting hub)

• Purchase orders synced from your accounting package

• Accounting guardrails and pending-approval reasons

• Accounting booking warnings and errors