Adding Additional GL Accounts

Overview

If you’ve recently added new General Ledger (GL) accounts in Financial Edge NXT (FENXT) and want to sync them to Ramp, you don’t need to restart the integration setup. Instead, you can refresh your data and resync directly from the Ramp for FE website.

When to Use This

Use this process when:

• You’ve added new GL accounts in FENXT.

• You want to make additional GL account selections in Ramp.

• You need to update or resync financial data from FENXT.

How to Add New GL Accounts

1. Log in to the Ramp for FE portal.

2. Navigate to the Refresh Data section in the left-hand menu.

3. Click “Sync General Ledger Data” to:

   • Pull in the latest GL accounts and financial data from FENXT.

   • Update your Ramp account with any newly created GL accounts.

4. Once synced, go to the Integration Setup or Mappings area to select and apply the new GL accounts as needed.

This process can also be used to refresh other Financial Edge data such as projects, funds, or locations.

Still Have Questions?

If you're unsure how to locate the Refresh Data section or complete the sync, reach out to our support team and we’ll be happy to walk you through it.