Tired of making changes in your underlying accounting software and not seeing these reflected in your report layouts on Syft? No worries. We've heard your frustration and found a way to remove it! With our latest updates to Layouts, you can see the changes you've made on your underlying software on Syft, saving you a lot of time and hassle. Let's get into it.
What's new 🧐
You can now sync your Syft layouts to your underlying accounting provider as the source of truth. In other words, any changes made in Xero or QuickBooks Online, for example, will show up in Syft when your data refreshes—easy as pie.
How does this work? 💡
You now have the option to choose how your layouts sync. Syft can sync any of the following from your underlying provider:
Account names only
Chart of account classifications only
Both account names and chart of account classifications
The choice is yours.
Note 📝: Syncing account names disables the ability to edit them, and syncing account classifications disables any action in the layout builder that would change the synced classification.
Syncing classifications may also move accounts around so that they are placed in appropriate categories according to the account types in your underlying accounting provider. So, bear this in mind when you make your selection.
Closing thoughts 💭
You've taken the time to set up your layouts in the way that makes the most sense for your organization or your clients' organizations in your accounting software. You don't want to waste time figuring out what changed between the accounting software and Syft. And we have you covered!