Refresh Data

Refresh Data

The Refresh Data feature ensures your system is always up to date with the latest information from Financial Edge NXT (FENXT). Users have two options:

1. Retrieve New Data from FENXT – Pull in the latest records directly from Financial Edge NXT.

2. Sync Data to Ramp – Manually trigger a sync to bring updated records into Ramp.
   
   

When a refresh or sync is run, the system automatically imports any newly created records so they are immediately available for use within Ramp for FE.

With a refresh, users can bring in:

• General Ledger Accounts – Newly created GL accounts in Financial Edge will be available for coding and reporting.

• Departments – Any new departments can be used in transaction coding or analysis.

• Projects – New projects created in Financial Edge will show up for allocation or reporting.

• Vendors – Recently added vendors are pulled in for selection on transactions.

• Locations – Updates to locations in Financial Edge are reflected in the system.

• Classes – Any new class values are refreshed and made available.

• Transaction Codes (1–5) – All five levels of transaction codes are synced, so newly added codes can be selected for reporting and classification.
  
  

This eliminates the need for manual updates and ensures your organization always has access to the most current chart of accounts, vendors, and coding structures.

Note: Refresh data only pulls information from FENXT to be uploaded into Ramp. This process will not sync new vendors from Ramp into FENXT. If you are looking to accomplish that, you will need to utilize the Sync Transactions function.