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CCH Software User Documentation

Overview Tab: Connected to finsit

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The Overview Tab 

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The Overview screen displays information such as:

Step 1: Bookkeeping and finsit integration - which data source the business is connected to

Step 2: Status - the status of fetching data from the bookkeeping solution

Step 3: Financial category mappings - the status of mappings and the ability to edit the mapping by clicking on the edit icon clipboard_edd09169d27642ffd88208d9886ab3361.png 

Step 4: Finist KPS's and insights - finsit can now be launched as all previous steps 1-4 are complete

A play button to launch the bookkeeping solution directly from Open Integration clipboard_ecb9a9d8bb2fb24391fd0f5bf9dce7220.png

A refresh option to re synchronise the data, this includes a full or incremental sync clipboard_e2a0e0b6bdab0cfd01e2f83c62ad7a118.png

A disconnect option to disconnect the data from the data source clipboard_e1c538dc3c3a0dd52b2d7716043b06943.png

An option to export the transactions into MS Excel clipboard_e813d70e35934877300844b3d5f1c3157.png

An option to delete the data from finsit. This option is only available to system administrators that have the role finsit delete within the CCH OneClick admin account clipboard_ef64310c506554e7dd15422f2b3fe082e.png

 

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