The Federated tab on the accounting tab will be available if the Federated integration is set up on your system. The Federated tab allows for checks, deposits, invoices, payments and journal entries to be directly exported to Federated. Three tabs are available in the Federated section for different types of transactions. Transactions can be filtered by date range at the bottom of the section.
The transactions that display in the list will show the account number, date, transaction number, amount, who the transaction is to/from and notes. A toggle box is also available to mark the transaction as ready to export.
Once you have your transactions selected for export using the export now toggle boxes, simply click the export button at the bottom of the section to export directly to Federated via the integration.
**Case invoices can also be directly exported to Federated on the billing page of a case. When a case invoice is locked in the billing section, a window will pop up asking you if you would like to export this invoice along with payments and adjustments to Federated.
