payment sync view on the dashboard itself | Voters

payment sync view on the dashboard itself

Rajoshree Guha

to view if the payments are synced or not must be on the dashboard rather than viewing it in the journal. please make the syncing system swift

A day ago

Harshita Rathi

Hi Rajoshree Guha

Thank you for sharing your feedback with us. 🙏

You can already check the syncing status from the Invoice and Expenditure dashboards. In the Show/Hide columns option, enable the field “Is Synced” – this will display the sync status of the document and its payments.

If the status shows Yes, it means everything is perfectly synced.
If it shows No, you can simply open the document and under More Options, select Resync to update it.

Also, based on your suggestion, we will be extending this option to the Payment and Payout Receipts dashboards as well, so you can view the sync status directly there as well.

Rajoshree Guha

Harshita Rathi Hi, I already know the sync column for the purchase document on the dashboard. I was talking about the payment sync, which means whether the payment marked is synced in the employee acc or not. to view this directly from the dashboard rather than opening the purchase document to view the journal. as i recently faced an issue of syncing the payment to the employee account and the fact that i cannot see whether it is synced or not from the purchase dashboard itself is an issue.