Customer Records
Coordinate approved customer details while avoiding unnecessary duplication.
Move the right records, not every record
Invoices
Prepare invoice information for supported accounting workflows and review exceptions.
Payments
Connect payment activity to invoices and reconciliation procedures.
Adjustments
Document credits, refunds, write-offs, and changes so both systems remain understandable.
Financial Exports
Use approved exports when a direct connection is not available or not appropriate.
Period Review
Compare totals and exceptions before closing a reporting period.
Define the accounting handoff
- 01Choose which system owns customers, invoices, payments, and tax settings.
- 02Confirm the approved accounting provider and account permissions.
- 03Document duplicate prevention and error correction.
- 04Test opening balances and sample transactions before broader use.
- 05Keep an export or reconciliation process available for review.
NEXT //INTEGRATION QUESTIONS
Review the connection before relying on it
Contact ADMS with the system name, business goal, and information that needs to move so availability and setup requirements can be confirmed.