Syncing Transactions to FENXT When the Accounting Period Is Closed

Overview

When syncing transactions from Ramp to Financial Edge NXT (FENXT), you may occasionally encounter errors if the accounting period in FENXT is closed. This is especially common during month-end close, when you're syncing transactions from a prior period.

Because transactions are synced to FENXT as unposted journal entries, the system requires the accounting period to be open in order to accept the data.

Why Does the Sync Fail?

FENXT’s API will reject any transaction dated in a closed accounting period. Even though Ramp creates unposted journal entries, the API enforces this rule meaning we cannot override it through the integration.

How to Resolve It

To successfully sync transactions from a closed period, you can:

1. Edit the Accounting Date in Ramp:

   • Go to the transaction in Ramp that failed to sync.

   • Update the Accounting Date to a date that falls within an open period in FENXT.

   • Save your changes.

2. Retry the Sync:

   • Once the date has been updated, return to the Accounting tab.

   • Retry the sync for the updated transaction(s).

Tip: You can bulk edit accounting dates in Ramp if you're working with multiple transactions.

Best Practice

If you anticipate syncing older transactions during close, confirm whether the related accounting period is open in FENXT. If it's closed, decide whether:

• You want to temporarily reopen the period in FENXT, or

• You’re okay with assigning those transactions to a different, open period in Ramp.