How it works:

Bill approval request is created and approved in Approveit 

Upon approval, the Bill is automatically synced with SoftLedger

How to set up:

To connect SoftLedger account to Approveit: Settings → Integrations

Please, request Tenant UUID, Client ID, Client secret, and Audience from SoftLedger 

Create a workflow 

Select SoftLedger Bill Approval 

Add Outbound Integration

Set up the data collection

Save the Data Collection and Save the workflow.

Now, approved bills will be automatically transferred to SoftLedger.

If you have any additional questions, contact us right away.