Removing Duplicate Transactions That Were Manually Entered in FENXT

Overview

If you've manually entered transactions into Financial Edge NXT (FENXT) that also exist in Ramp, you may encounter duplicates in the Syncing Console when syncing. If this happens, you will need to contact our help desk for assistance in clearing this transactions.

When to Use This

Use this process if:

• You've already manually entered a transaction into FENXT.

• The same transaction appears in Ramp and has not yet been exported.

• You want to avoid duplicate entries in your accounting system.

Step-by-Step Instructions

1: Identify the Duplicate Transactions

Find the transactions in Ramp that have already been manually entered into FENXT. If you’re not sure which ones these are, check your recent manual entries in FENXT and compare them to your Ramp Accounting tab.

2: Gather the Ramp Transaction IDs

Each transaction in Ramp has a unique ID that helps us locate it. If you need assistance identifying these, you can:

• Open the transaction in Ramp and copy the URL (the ID is at the end).

• Export a CSV from Ramp's Accounting tab to find the IDs.

Provide these Ramp transactions IDs to our support team by submitting a ticket

3: Mark the Transactions as Synced

1. Go to the Accounting tab in Ramp.

2. Locate the transaction using filters or search by Vendor, Date, or Amount.

3. On the right-hand side of each transaction, click the green checkmark icon to mark it as synced.

Once marked as exported:

• The transaction will no longer appear in the export queue.

• It will be treated as if it has already been exported.

Note: You must have appropriate permissions in Ramp (typically Admin or Bookkeeper) to perform this action.

• You want to avoid duplicate entries in your accounting system.

Preventing this in the Future

To avoid duplicate entries:

• Always check the Ramp Accounting tab before manually entering transactions into FENXT.

• If needed, use the “mark as synced” feature to exclude them from future exports.