Sync history

Each review queue has a Sync History tab that records every sync run. Use it to confirm what posted, look into a problem, or pull backup for an audit.

View sync runs

1. Click Accounting in the left navigation and choose a queue.
2. Click the Sync History tab.

Each run shows its Sync Date and status: Pending, In Progress, Completed, or Failed. Use the date filter to narrow the list, and Clear date filter to reset it.

See what a run sent

Click a run to see its transactions, with the coding that was sent, such as Account, Class, Department, Location, Vendor, Memo, or PMS fields like Task, Work Order, Category, and GL Account. Each transaction shows its own Sync Status.

Export

From the export menu you can:

• Export All: download the synced transactions as a CSV.
• Export Expenses for your PMS: download expenses in your PMS's format.
• Download Attachments (ZIP): get every receipt in one file. We'll email you a download link when it's ready. Downloads are limited to 300 transactions at a time.

When to check sync history

• After your first sync, to confirm everything posted as expected.
• At month end, before closing your books.
• When an owner or auditor asks for backup on a charge.

Tip: Use Download Attachments (ZIP) with a date filter to send an owner all receipts for a month.