Automatic export
4 Articles
Automatically export transactions to your accounting software and eliminate the hassle of repetitive manual tasks.
Automatic export
4 ArticlesAutomatically export transactions to your accounting software and eliminate the hassle of repetitive manual tasks.
- What is Automatic export?
- How to set up Automatic export on a new accounting integration
- How to set up Automatic export for an existing integration
- How to modify or disable Automatic export
CO2e emissions tracker
10 Articles
Track and analyse your company’s carbon footprint based on financial transactions in Soldo.
CO2e emissions tracker
10 ArticlesTrack and analyse your company’s carbon footprint based on financial transactions in Soldo.
- What are scope 1, 2 and 3 emissions?
- What is the CO2e emissions tracker?
- Why should I use the CO2e emissions tracker?
- Which plans is the CO2e emissions tracker available on?
- How do I enable/disable the CO2e tracker?
- Which types of transactions are CO2e emissions calculated for?
Amazon Business
9 Articles
Connect Soldo with Amazon Business for seamless purchasing and expense tracking.
Amazon Business
9 ArticlesConnect Soldo with Amazon Business for seamless purchasing and expense tracking.
- What is the Amazon Business integration?
- Why should I use the Amazon Business integration?
- Which plans is the Amazon Business integration available on?
- How do I enable/disable the Amazon Business integration?
- How long does it take for an Amazon Business invoice to be attached to the relevant transaction in Soldo?
- How should I configure my Amazon Business account to integrate with Soldo?
Custom Template Export
9 Articles
Create tailored export templates to format your financial data the way you need it.
Custom Template Export
9 ArticlesCreate tailored export templates to format your financial data the way you need it.
- What is the Custom Template Export feature?
- How does the Custom Template Export template work?
- What are the benefits of the Custom Template Export feature?
- How can I create a custom template?
- Can I edit or delete a custom template?
- How can I download a report?
DATEV
7 Articles
Learn how to integrate Soldo with DATEV for efficient financial and accounting workflows.
DATEV
7 ArticlesLearn how to integrate Soldo with DATEV for efficient financial and accounting workflows.
- What is Soldo DATEV integration?
- What do I need to do before using the DATEV integration?
- What transactions can I export to DATEV?
- How will the transactions and attachments appear in DATEV?
- How do I export Soldo transactions to DATEV?
- Which fields are exported to DATEV?
Exact Online
5 Articles
Sync Soldo with Exact Online to simplify bookkeeping and financial reporting.
Exact Online
5 ArticlesSync Soldo with Exact Online to simplify bookkeeping and financial reporting.
- What is Soldo + Exact Online integration?
- Which transactions can I export to Exact Online?
- How do I create a bank account in Exact Online?
- How do I create a purchase journal in Exact Online?
- How do I create a payment condition in Exact Online?
Microsoft Dynamics 365 Business Central
11 Articles
Connect Soldo with Dynamics 365 for a streamlined finance and accounting experience.
Microsoft Dynamics 365 Business Central
11 ArticlesConnect Soldo with Dynamics 365 for a streamlined finance and accounting experience.
- What is the Microsoft Dynamics 365 integration?
- Why should I use the Microsoft Dynamics 365 integration?
- Which plans is the Microsoft Dynamics 365 integration available on?
- How do I set up Business Central for the Dynamics 365/Soldo integration?
- How do I enable/disable the Microsoft Dynamics 365 integration?
- How do I select which environment/company I want to connect to?
NetSuite
28 Articles
Discover how to integrate NetSuite with Soldo to automate transaction imports and reconciliation.
NetSuite
28 ArticlesDiscover how to integrate NetSuite with Soldo to automate transaction imports and reconciliation.
- What is Soldo’s NetSuite Integration?
- How does the NetSuite integration work and where is my data stored?
- How to enable NetSuite to support the integration?
- What do I need to know before setting up the NetSuite integration?
- Which permissions does the integration user/role need to have?
- How do I set up the NetSuite integration?
Optical recognition (OCR)
10 Articles
Use OCR technology to automatically extract data from receipts and invoices.
Optical recognition (OCR)
10 ArticlesUse OCR technology to automatically extract data from receipts and invoices.
- What is the Optical recognition (OCR) feature?
- Why should I use the Optical recognition (OCR) feature?
- Which plans is the Optical recognition (OCR) feature available on?
- How do I enable/disable the Optical recognition (OCR) feature?
- Which file formats does the Optical recognition (OCR) feature support?
- How do I use the email forwarding feature?
QuickBooks
18 Articles
Link Soldo with QuickBooks to speed up expense management and reconciliation.
QuickBooks
18 ArticlesLink Soldo with QuickBooks to speed up expense management and reconciliation.
- What is the Soldo + QuickBooks Integration?
- How to set up your Soldo-QuickBooks Integration
- How to export transactions to QuickBooks
- How to configure your QuickBooks integration
- How do I connect Soldo to the QuickBooks bank feed?
- Which Soldo wallets connect with the bank feed?
Sage Bank feed
8 Articles
Set up a direct bank feed from Soldo to Sage for real-time transaction updates.
Sage Bank feed
8 ArticlesSet up a direct bank feed from Soldo to Sage for real-time transaction updates.
- What is the Sage bank feed?
- How do I enable Sage bank feed?
- Which Soldo Wallets sync with Sage?
- What transactions are exported to Sage?
- How far back can I sync transactions with Sage?
- Can I exclude transactions being exported to Sage via the bank feed?
Sage Business Cloud Accounting
15 Articles
Connect Soldo to Sage Business Cloud Accounting for easy expense tracking and reporting.
Sage Business Cloud Accounting
15 ArticlesConnect Soldo to Sage Business Cloud Accounting for easy expense tracking and reporting.
- Which Sage plans is this integration available for?
- Which Soldo customers is the Sage Accounting integration available to?
- What do I need to do before setting up the Sage integration?
- How do I set up the Sage Business Cloud Accounting integration?
- Is spend data exported as purchase invoices or other payments?
- What categories in lists sync with Soldo from Sage Accounting?
Sandbox
7 Articles
Experiment and test Soldo’s features in a safe, simulated environment before making changes live.
Sandbox
7 ArticlesExperiment and test Soldo’s features in a safe, simulated environment before making changes live.
- What is a sandbox account?
- Activate a sandbox account
- Logging in to your sandbox account
- Generating transactions in your sandbox account
- Create API credentials for your sandbox account
- How to send requests to the Business API when using a sandbox account
SAP Concur
9 Articles
Learn how to integrate Soldo with SAP Concur for seamless expense management.
SAP Concur
9 ArticlesLearn how to integrate Soldo with SAP Concur for seamless expense management.
- What is the Soldo integration for SAP Concur?
- What are the benefits of this integration?
- What do I need to know before setting up this integration?
- What do I need to do before setting up this integration?
- How do I set up this integration?
- What transactions can I export to SAP Concur?
Single Sign On
3 Articles
Enable SSO to simplify and secure user access to Soldo.
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Single Sign On
3 ArticlesEnable SSO to simplify and secure user access to Soldo.
Xero
25 Articles
Connect Soldo with Xero to automate transaction syncing and improve financial reporting.
Xero
25 ArticlesConnect Soldo with Xero to automate transaction syncing and improve financial reporting.
- What is Soldo’s Xero integration?
- What do I need to do before setting up the Xero integration?
- How do I set up the Xero integration?
- What are Xero bank accounts and how they are used in the integration?
- Which transaction types are exported to Xero?
- Where does the transaction data go in Xero?