FundWorks Accounts Receivable – Synchronize Data to Eb2Gov

Overview on how to Use the Synchronize Data Screen:

1.       Select the Sources:

o    Check the All box to include all available sources or click Clear to reset the selection.

o    Alternatively, select specific sources from the dropdown list (e.g., AR, CU, GT, IT, PT, UB, YT).

2.       Set the Tax Year and Period:

o    Choose the tax year from the Year dropdown (e.g., 2024).

o    Select a specific period or leave it as [All] to include all periods.

3.       Choose the Invoice Type:

o    Select either Invoice or Unapplied Payments based on the data you want to synchronize.

4.       Specify the Date Range:

o    Choose one of the following options under Dates:

Activity Range: Enter the start and end dates in the fields provided.

Invoice Range: Specify a range of invoices by date.

Touch Date: Select this option to synchronize all items regardless of dates.

5.       Additional Options:

o    Include 0 Balance Invoices: Check this box to include invoices with zero balances in synchronization.

o    Batch: Enter or select a batch number using the ellipsis button.

o    Purge First: Check this box to clear existing data before synchronization.

o    Sync Costs By Source: Check this box to synchronize costs according to the selected sources.

6.       Property Selection:

o    Enter a property ID or use the ellipsis button to search for and select a specific property.

7.       Transport Count:

o    Adjust the Transport Count value as needed (default is set to 100).

8.       Synchronize Data:

o    Click the Synchronize button to start the synchronization process.

o    Monitor the progress in the Progress bar at the bottom of the screen.

9.       View Results:

o    Once synchronization is complete, review the results in the Results section on the right-hand side:

Added: Number of new records added.

Updated: Number of existing records updated.

Skipped: Number of records skipped.

Deleted: Number of records deleted.

Purged: Number of records purged.

10.   Sync All:

o    Use the Sync All button to synchronize all selected sources without specifying individual settings.

11.   Close the Screen:

o    Click the Close button in the bottom-right corner to exit the screen.