This article is for accounting integrations where you are able to check a box to sync your charges directly into your accounting software.
There are several reasons why a charge may fail to sync successfully. We suggest checking for the following common causes.1. Have you assigned an account to all lines in the transaction details? You can confirm this by clicking into the charge detail view, clicking into the line item, and making sure a charge has been assigned in the drop-down.
2. Check for blank split line items. Please delete any that are not needed.
3. Check the period status in your accounting software. If the charge you are trying to sync is dated in a closed period, it may cause a failure.
4. Check the correlated expense accounts, funds, departments, etc., in your accounting software to ensure they are active. A deactivated or deleted account in the accounting software will cause failure.
If none of these apply, please reach out to us via our chat feature on the Help page of your dash or by emailing Support@KleerCard.com for further support.
If none of these apply, please reach out to us via our chat feature on the Help page of your dash or by emailing Support@KleerCard.com for further support.