When you log in to RIPA Expenses for the first time, there are three steps you need to follow to connect up your Accounting Software so that your expenses will sync correctly.
First of all, you'll want to connect your accounting software and sync your expense codes, users, and account/card details. Follow these steps to do so:
1. On the Dashboard, select Set up your accounting software. Alternatively, you can use the left menu bar to navigate to Administration --> Accounting Software.
2. A list of Accounting Software providers will be displayed. Select Connect next to your provider.
3. Follow the on screen instructions to enter your credentials and allow RIPA Expenses to connect to your Accounting Software.
4. You'll be taken back to RIPA with a list of Options for syncing your information from your Accounting Software to RIP. If this is your first time connecting the Accounting Software; click on the button labelled First-time setup. This will pull all your expense codes, Supplier Contacts, and Corporate Card information from your Accounting Software.
That's it - your Accounting software is all synced up to RIPA Expenses. You can go to the next Day One task; completing your personal profile set-up.