Skip to main content

Can I check the ledger entries data before syncing?

D
Written by Dor Levi
Updated over 11 months ago

Yes, TRES offers a Pre-Sync Report specifically for control checks before syncing entries to your ERP. To generate the report, go to the Reporting module on the left-hand side of the screen. Then, click the Create button in the top-right corner.
​

Once in the reporting screen, select Pre-Sync Journal Format. This report allows you to review how the entries will impact your Xero journal, broken down by credits, debits, and the affected accounts.

Did this answer your question?