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If the integration has been enabled, the chart of accounts has been synchronized, and Journal settings have been defined, you can start using the generated batches.

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Journals Created and Sent Automatically

TurnKey Lender configuration defined the time when a batch (a set of Journals) shall be generated on a daily basis. By default, the batch is automatically generated at 16:30 and at midnight.

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If some Journal is empty, “No data” message will appear below it

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Otherwise, the non-empty Journal lines are displayed

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The following actions may be possible:

  • For Download: for a non-empty batch:

    Download

  • View

    For : for a non-empty batch

  • Send: for a non-empty batch with the Failed status. When clicked, the batch is regenerated and sent to the system. All the checks are performed before sending. 

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