Understanding accounting sync

Sync keeps Tera and your accounting system in step — bills, expenses, and journal entries flow across once they're ready.

What syncs, and when

• What: bills, expenses, and journal entries flow out to your accounting system; GL accounts are read in from it.
• When: a transaction syncs once it reaches READY — that is, after it's been coded and reviewed. Its state moves REVIEW → READY → Syncing → Synced (or Sync Failed).
• Auto-post: turn on Auto-post to accounting system to post READY transactions automatically, or leave it off to sync manually.

Check sync status

• Accounting → Setup shows the connection health, the last sync, and your sync schedules. Use Sync Now to run one on demand.
• Accounting → Sync History lists every sync event — Started, Completed, Failed — with records, duration, and source (Manual or Scheduled). Click a row for details or an error message.

Tip: If a transaction isn't in your accounting system yet, check that it's reached READY and look at Sync History for any failure.