Company cards and your accounting software

Who can sync company cards data with accounting software?

Any user or company set up in Modulr AP connected to external accounting software such as Xero, Quickbooks or Sage Business Cloud can sync company cards data.

What syncs? 

Card payments and receipts sync with your accounting software when payments are 'settled' and the receipt is submitted, keeping your accounts up to date. The table below outlines the different payment and receipt statuses and when they sync with your software. 

Settled payments will sync regardless of receipts being attached. 

Once receipts have been uploaded and synced to your accounting software, it's best not to delete them from the accounting software as you'll not be able to edit the information in Modulr. 

If things aren't appearing the way you think they should please contact support.