How to Perform a Cash Basis Sync

  1. Open the Bison Sync and click on the Reports tab

2.   Ensure Cash Basis P&L is selected

3.  Update the Run From Date to the desired date

 

4.  Click on the RUN button

 

5.  Wait until Bison Sync updates the Status to “Successful”. It may take up to an hour to run the report depending on the “Run From Date”, so please be patient. Once it says Successful, please close the Bison Sync. If there are any errors please contact support.