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Accounting & Financial Exports

Get financial data out of Flxpoint: manual and automated exports, accounting sync filters, and auto-generating source invoices.

4 articles

Auto-Generate Source Invoices

How to enable automatic invoice creation per source, choose the right generation trigger, import supplier invoices, and use the Source Invoice Workflow to apply custom fees, taxes, and cost overrides.

Exporting & Automated Exports

How manual, on-demand exports and scheduled Automated Exports get data out of Flxpoint using dynamic field mapping, and which record types and delivery destinations they support.

QuickBooks Online Bills: One Bill per Source Invoice

How Flxpoint turns source invoices into QuickBooks Online Bills, why an order can produce a Bill for each SKU, and what you can change.

Using Accounting Sync Filters

How to use the Orders Synced and Accounting Sync filters to verify which orders and fulfillment requests Flxpoint has sent to your accounting system, for any configured accounting integration.