Prerequisites
Before you begin, ensure you have the following:
View and update access for the Invoice module.
Step-by-Step Instructions
Step 1: Accessing Actions
Open the invoice that you would want to send to your accounting system via integration.
Click on the "Actions" tab in the system interface.
Step 2: Initiating Integration
Select the option "Send for integration" from the dropdown menu.
FAQs and Troubleshooting
I also see a "Mark as Integrated" option under "Actions". What does it do?
Clicking on the "Mark as Integrated" option will mark the invoice as Integrated on ProcureDesk. This option will not send the invoice to the accounting software it is used to update the status of the invoice to "Integrated".