Overview Tab: Not connected to finsit
The Overview Tab
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
Connection status - the business is not connected to finsit
A play button to launch Xero directly from Open Integration
A refresh option to re synchronise the data, this includes a full or incremental sync
A disconnect option to disconnect the data from the data source
An option to export the transactions into MS Excel
Note: if your practice is not licensed for finsit the Overview screen will display the following message: