accountConnect

Included with Professional and Enterprise editions, accountConnect enables organisations to seamlessly download accounting information from Tourplan.

accountConnect provides predefined debtor and creditor information, ensuring all relevant financial details are readily available for export.

Once transactions are downloaded, they can be marked as exported. This feature helps manage data by ensuring that previously exported transactions are not included in future exports, and limits users from modifying exported transactions in Tourplan NX - reducing the risk of duplication and ensures data accuracy.

Additionally, agent/client payments can be pushed into Tourplan via accountConnect.

accountConnect streamlines the process of syncing and managing accounting data, enhancing efficiency and data integrity for your financial operations.