The Journal Entry Management Module (“JEM”) allows you to initiate journal entries in FloQast that are then pushed into your ERP for posting.
As long as the FloQast entity has a direct integration with your ERP, that ERP instance will be available for use with JEM.
Click here for our ERP-specific Setup Guides
For example, when at least one ERP has been integrated with FloQast, a user will have to configure their journal entry fields before an entry can be posted into FloQast. This can be done through the Settings tab. Once you find the ERP entity you want to configure, simply click “Edit Configuration”.
The following journal entry fields are FloQast base fields. Depending on the ERP source, certain additional fields will be listed as required and cannot be disabled:
- Entity
- Memo
- Transaction Date
Other optional fields can be configured on the left-hand side of the screen.
Sync Fields - If any new accounts or fields are added in the ERP, you will need to click Sync Fields to bring in the latest data. This can be found in the Settings section for each integration.