Syncing Your Accounting Data With Rillet

Overview

Slash’s integration with Rillet allows finance teams to review, code, and sync Slash activity into Rillet right from the Accounting workflow. As a result, you don’t have to manually transcribe data from one system to the other.

After the connection is set up, Slash can use your Rillet accounting records to help categorize transactions and prepare reviewed activity for sync.

Before you begin, you’ll need:

• An active Rillet account
• Admin or Owner permissions in Slash
• Permission to authorize integrations in Rillet
• Your chart of accounts and any dimensions your finance team uses, such as departments, locations, projects, or other reporting dimensions, configured within Rillet

How to connect Rillet to Slash

Step 1: Open Accounting

From your Slash dashboard, open the Accounting. If you are setting up accounting for the first time, choose Rillet when prompted to select your accounting platform.

Step 2: Authorize the connection

Start the connection flow and sign in to your Rillet account. When prompted, authorize Slash to access the accounting data needed for categorization, mapping, and sync.

Step 3: Review mappings and sync settings

Be sure to confirm that Slash accounts and accounting fields map to the correct Rillet records before syncing your transactions. If you manage multiple entities, make sure each entity is connected to the right Rillet company or accounting structure before going forwards.

How to sync transactions

Open Accounting from the sidebar, review transactions in the In Review tab, assign the required accounting fields, then move those transactions to Ready to Sync.

From Ready to Sync, you can use the sync action to send your recently reviewed transactions to Rillet. Successfully synced transactions move to the Synced tab. If a sync fails, open the error details, correct any missing or inactive accounting values, and retry.

What data can be synced?

The fields you’ll have available ultimately depend on your Slash account, your Rillet setup, and the dimensions your business uses. Some commonly synced details can include the transaction amount, date, merchant or vendor, account codes, dimensions, cardholder details, memo information, and receipts or supporting documents.

Best practices

• Review your chart of accounts and dimensions within Rillet before syncing everything.
• Confirm your mappings before syncing historical or high-volume transaction data.
• Review all categorized transactions before syncing them to Rillet.
• Refresh or re-sync accounting data in Slash after making any major changes within Rillet.

Need more help?

If you’re having trouble integrating with Rillet, you don’t see accounting fields you expected to see, or you’re running into sync errors, contact Slash support through the in-app chat.