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