Accounting
Tripletex: Generate Employee Key
Introduction When setting up integration between Matters.Cloud and Tripletex, an essential step is to generate a unique employee key. This key is required to establish a secure connection between the two platforms, allowing seamless data exchange. ...
Tripletex: Setting Up Your Integration
Introduction Welcome to the this introductory guide to integrating Matters.Cloud with Tripletex. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation ...
Xero: Guide To Bank Reconciliation
Introduction Bank reconciliation is a critical process for maintaining accurate financial records, especially when integrating Matters.Cloud with Xero. This guide provides a detailed overview of reconciling bank accounts when using both platforms, ...
Xero: Importing Invoice Payments
Introduction Integrating Matters.Cloud with Xero enables seamless importation of invoice payments, whether they are automatically reconciled or manually entered in Xero. This guide will walk you through the process of importing these payments into ...
Xero: Setting Up Tracking Categories
Introduction Tracking categories wthin Xero let you add extra metadata to each transaction line. For example, on an invoice, you can assign a matter code to each line item, allowing you to analyse data at a matter level when reviewing information in ...
Szamlazz: Setting Up Your Integration
Introduction The Matters.Cloud + Szamlazz integration is available to all Szamlazz subscribers and allows users to: Export Invoices from Matters.Cloud to create Invoices in Szamlazz. Pre-requisites In order to link a Matters.Cloud account to Szamlazz ...
Xero: Setting Up Your Initial Data
Introduction There are two options when setting up your initial integration with Xero: Import existing Customers from Xero into Matters.Cloud Export existing Clients and Invoices from Matters.Cloud to Xero Option 1: Import From Xero If you are an ...
Sage: Setting Up Your Integration
Overview The Matters.Cloud + Sage integration is available to all Sage subscribers and allows users to: Export Clients from Matters.Cloud to Sage. Export Invoices and Credit Notes from Matters.Cloud to Sage. Import Receipts from Sage into ...
FreeAgent: Which Countries Are Supported?
Overview Matters.Cloud integrates with FreeAgent which provides native support for 2 countries and a universal accounting option. Countries Sage provides native support for customers in the following countries: United Kingdom United States Universal ...
Which Countries Does Sage Accounting Support?
Overview Matters.Cloud integrates with Sage Accounting which provides native support for 6 countries. Countries Sage provides native support for customers in the following countries: United Kingdom Ireland Spain United States Canada France Related ...
FreeAgent: Setting Up Your Initial Data
Overview There are two options when setting up your initial integration with FreeAgent: Import existing Projects from FreeAgent into Matters.Cloud . Export existing Clients & Matters from Matters.Cloud to FreeAgent. Option 1: Import From FreeAgent If ...
Xero: What Fields Do You Sync?
Introduction In this article, we explore the data fields shared between Matters.Cloud and Xero during integration. Understanding which fields are included is essential for ensuring seamless data synchronisation, accurate reporting, and a streamlined ...
FreeAgent: What Data Fields Do You Sync?
Overview The following data is included within the integration: Data Fields: Clients The following data is exported to FreeAgent: Contact / Organization contact.first_name contact contact.first_name contact.last_name contact contact.last_name ...
FreeAgent: How Often Does The Data Sync Occur?
Overview Once the you have enabled the integration between Matters.Cloud and FreeAgent the following schedule will apply: Process Frequency Export Clients from Matters.Cloud to FreeAgent Real Time Export Matters from Matters.Cloud to FreeAgent Real ...
FreeAgent: Setting Up Your Integration
Overview The Matters.Cloud + FreeAgent integration is available to all FreeAgent subscribers and allows users to: Export Clients from Matters.Cloud to FreeAgent. Export Matters from Matters.Cloud to FreeAgent. Export Invoices & Credit Notes ...
Xero: Setting Up Your Integration
Introduction Welcome to the this introductory guide to integrating Matters.Cloud with Xero. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and ...