Currently SyncDirect is capable of collecting both transactional and trail balance data from client data sources and importing these into XPA using one process.
SyncDirect long term goal is to alleviate the Accountants need to use/look into the client accounting system. The following is a summary of what is coming next year:
- The introduction of Snapshots – To reduce the need for the Accountant to work within the client file, SyncDirect has been extended to support collecting snapshots. We are currently working on snapshots for P&L, Bal Sheet, Aged Debtors/Creditors, Bank Reconciliation Rpt, Payroll Activity, GST Reconciliation, and GST Audit Rpt. These will be provided as part of the collection for transactions from Xero, MYOB AccountRight v19, MYOB AccountRight 2015X, and Reckon Accounts 2015 files.
- Writeback – Supports the ability to post adjustments directly back into the source journals located either in the Accountants office, Cloud or at the Client office.
- Ledger Log Report – Shows how client data has changed between each import instance. It shows altered transactions, deleted transactions, new transactions (in the source instance), and any XPA adjustments (and their Writeback status). It is ordered by transaction date and time.
- New Adapters –There are several adapters currently in development. The Reckon Accounts Hosted Adapter is now available (Dec 2015). Adapters for Reckon One, MYOB Essentials, and Intuit QBO will be available next year