Is Your P&L Missing Some Accounts? Let's sync up!
Basis diligently syncs data from your connected ERP integrations every day. But if you've set up a P&L and something seems amiss, like missing Accounts, here's what you can do.
First Things First: Check the Last Sync
Timing is Key: Head over to the Integrations page. Make sure Basis' last sync with your ERP happened after any updates you made in the ERP. If your changes were after Basis' last sync, hang tight – the next sync should bring everything up to speed.
Next Up: Dive into the Integration Modal
New Accounts, No Transactions? If you've just added an Account in your ERP, but it doesn't have any transactions yet, Basis might be keeping it under wraps.
Here's How to Spot Them:
Open the Integrations Management Modal by clicking 'Import' on a Block.
Click on the Integration with your new accounts.
Flip the switch on 'Show accounts with no transactions'.
Search for your account.
Manually add it to your Block.
Manually bring in the account to the block
Remember, when new Accounts pop up in your external provider, you'll need to manually bring them into your Block in Basis.