The Exact Synergy Workflow Import utility provides businesses with the capability to import large amounts of data directly into Exact Synergy as workflow requests or documents.

This tool is often used for data loads during new software implementation to bring data and processes from another accounting system or business applications into Exact Synergy.

To further utilize Exact Synergy workflow functionality, Harvest Ventures has extended the features of other import tools such as AP Mass Entry and GL Import to automatically generate pre-defined workflows that alert users when an import or transaction has taken place

Some examples of this include generating a workflow to alert selected users that a GL import has completed and creates a document within Exact Synergy containing the import details. Workflows can also be generated when a GL entry is made and requires action.

In conjunction with AP Mass Entry, a workflow request can be created when vouchers are put on hold. This helps to ensure these vouchers are processed once any issues/questions are resolved.

The Synergy Workflow Import tool allows businesses to automate their processes even further and prevent details from slipping through the cracks. In addition, it keeps more of the work in one application, providing users with a more efficient work environment with even less application switching between Exact Macola and Exact Synergy.

Please contact us to discuss your data import or business automation requirements: 1-403-202-0577.