How to set up for Dual Sync

You will find instructions on how to set up Dual Sync on your Notch account, and the bill approval flow. With this feature, your in-house accountants and operations managers will be able to:

Sync your invoice to your IMS and Accounting systems, separately.
Sync different information into both your IMS and Accounting systems.
Have both the Accountant and Operations Manager review and edit line items parsed by Notch's OCR technology.
See the Chart of Accounts summary that is consolidated by GL code and Tax code.
Auto-calculate the Chart of Accounts summary from line items.
Manually edit the Chart of Accounts summary.
Choose to sync Chart of Accounts summary or individual line items to your integrated Accounting software in Integrations Settings.
See a Sync confirmation modal with a summary of what is about to be synced.
See sync statuses on the Uploads page.

Set up and configure your Dual Sync setting

Once your integrations status is ready, you can set up what accounting information to sync by navigating to:

Settings → Integrations → Click the "..." button on the right side of your accounting integration line → Manage → Information to sync.

Here you will have the option to sync either individual line items OR a consolidation of those line items (Chart of account details) to your accounting integration.

Once Notch does the magic for digitizing your invoices, your Accountant and Operations Specialist will be able to sync the invoice data to both integrations separately.

Sync your invoice data to your integrated Inventory Management System

As an Operations Manager, you will be able to review all the uploaded Bills. Once you have clicked to review the bill, you can select the Inventory Management System tab (in the screenshot below the IMS software we used is Optimum Control.)

Then, you can edit and review the invoice details. Click the "Done" button, and you will be brought back to the main review page.

Next, click the “Sync bill to Optimum Control” button.

Then, you will see a sync summary confirmation modal.

You can select “Sync bill & go to next bill”, and you will be brought to the next invoice that needs your attention.

Sync your invoice data to your integrated Accounting Software

As an Accountant, you will be able to review all the invoice details, as well as a consolidation of those line items under the Chart of Account details section. Once you have clicked to review the bill, you can select the Accounting integration tab (in the screenshot below the Accounting software we used is Quickbooks Online.)

Review and edit line item details in the Accounting tab and click “Done.”

Go to the Chart of Accounts details summary page if you would like to see a consolidation of those line items.

Toggles “Auto-calculate” ON if you would like to consolidate line items.
Toggles “Auto-calculate” OFF if you would like to manually adjust the consolidated line item details. This will not change the individual line item details

Note: Reminder to check your settings for whether you are syncing line items or Chart of Account details (consolidation of those line items) to your accounting integration.

If Integrations Settings “Information to sync” is set to “Chart of Accounts details”, then consolidated line items will be synced into your Accounting system.
If Integrations Settings “Information to sync” is set to “line item details” then only the individual line items will be synced into your accounting system.

Then, click “Done” and you will be brought back to the main review page.

Click “Sync to Quickbooks Online”.

You will see a sync summary confirmation modal.

Click “Sync & go to next bill”, and you will be brought to the next invoice that needs your attention.

If you have any questions or require any further assistance setting up Dual Sync on your Notch account, please feel free to reach out to the Notch Support team at support@notch.financial, or contact your Account Manager directly.