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Documents & ERP Sync

Documents and folders sync​

CloseCore syncs folders and documents inside Recurring Folders with one level of nesting. For example:

01 Cash and Cash Equivalents
├─ workpaper1.xlsx                 (synced)
└─ Nested Folder                   (synced)
   ├─ nested-workpaper.xlsx        (synced)
   └─ Double Nested Folder         (NOT synced)
      └─ not-synced-workpaper.xlsx (NOT synced)

CloseCore automatically syncs your cloud storage on a schedule you configure. You can also run a manual sync for a specific folder using the Refresh button in the Documents table on the Folders page. When you've added or updated a workpaper and want to see the tagged accounts in CloseCore right away, use Refresh.

ERP and accounts sync​

CloseCore automatically syncs your chart of accounts and balances on a schedule you configure. You can also trigger a manual refresh using the Refresh button on the Folders page or Reconciliations page.