How-To Guides

Discover FINSYNC's powerful payments platform for invoicing, bill pay and more.

• What Your Customer Receives When You Request Payment or Send an Invoice
• Getting Started with Payments
• Receiving Payments

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Best Practices

Understand FINSYNC's Banking features to help manage your business and cash flow.

• How to Reconcile a Bank Account
• Bulk Categorization of Transactions
• Overview of Banking Transaction Fields

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Payroll & Projects

Explore FINSYNC's full service payroll options for your business

• How To Complete the Initial Payroll Setup
• How to Adjust Payroll Period Forward
• Required Info for FINSYNC Payroll
• Associate Portal Overview

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Getting Started

New to FINSYNC? Use these helpful articles in order to familiarize yourself with some of key areas of the FINSYNC software.

• Choosing Your Sign-in Start Page

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Reports & Charts

FINSYNC's accounting tools provide visibility into your business finances with easy to understand exportable reports

• Reports: A/R Aging Explained
• Locating the 1099 Report
• How to Run Comparative Reports
• General Ledger Account Types Explained

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Cashflow

View income and expense trends/projections at a glance to better understand the health of your business.

• Understanding the Cash Flow Dashboard

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Projects

FINSYNC's Projects module allows for easy and accurate job-cost tracking

• Tasks Explained in Projects
• How to Add Associate's Time as an Administrator
• How to Link Project Expenses & Bills
• Overview of Projects

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