Syncing Bills

Modified on Wed, Jun 11 at 2:18 PM

Overview

  • Transactions can be synced from Ramp to FENXT from the “Sync Transactions” section of the portal. 
  • Once a transaction is synced, the status is updated in Ramp.  
  • Transactions that are available to be synced are shown in Ramp under the Accounting section and related transaction areas.
     
NOTE: If you have multiple Ramp accounts mapped to different FENXT databases, it's recommended you re-authorize Ramp and FENXT connections from the API connection section or use the ‘authorize’ buttons shown on the page before initiating the syncing process.  


NOTE: Please be sure to review the export settings (noted below) before syncing transactions.

Syncing Bills

Bill transactions will be available to be synced from Ramp to FENXT based on your export settings in Ramp. Bills can be available for syncing if they are fully approved or after they are created.  See the Export Settings section for additional details. 

 

To sync Bill transactions, click on the “Get Latest data from Ramp” button. This will retrieve all transactions and update the grid with the results. Once completed, you can click on the “Sync Bills to Financial Edge NXT” button to push the transactions to FENXT. 


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Syncing errors are displayed in the grid for individual transactions. A summary is also displayed at the top of the grid of results.  

Once completed successfully, the transactions are removed from the grid. 


Key Mappings 

  • FENXT: Invoice Date = Ramp: Invoice Date
  • FENXT: Posting Date = Ramp: Posting Date (if this value is empty the ‘Accounting Date’ is used)
    FENXT: Due Date = Ramp: Due Date


Syncing Considerations

  • Payments for Invoices that are exported from Ramp directly using the manual export feature, previously or ongoing, will not be available for syncing to FENXT. 
  • Payments for invoices with the payment methods of EFT and Bank Draft will not be available for syncing to FENXT.   
  • If auto payment is disabled in the global settings (for Ramp payment methods Check types or Card types) then payments using these methods will not be available for syncing. 
    • Ramp Card payment methods: Single-use Ramp Card, Ramp Card, Manual Payment: Non-Ramp credit card 
    • Ramp Check payment methods: Check, Manual Payment: Check 


Export Settings - Bill Pay 

The sync process will use the accounts payable account specified in Ramp. The Account ID field should contain the full account number.  If this field is empty, the syncing process will use the account specified in the settings area of the portal. 

 

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NOTE: Bills are available for syncing based on the Export availability setting on this page. Bills and their payments can be synced separately.
If you choose to sync bills "After the bill is created", please note that once the bill is paid in Ramp, Ramp for FE will not update the status of the bill in Financial Edge NXT.
As a best practice, we recommend using the default setting: "After the bill is fully approved" to ensure accurate status updates between systems.


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