Monthly Exports Feature – In Beta
Today we’re releasing a brand-new feature in A2X that will help streamline your reconciliation process: Monthly Exports, now available in Beta!
This feature allows you to export key A2X data into monthly reports, making it easier to identify discrepancies between A2X and your general ledger (GL). Each report is designed to help you quickly spot issues such as duplicated entries, missing transactions, or incorrect mappings, so you can resolve discrepancies faster.
What’s included in the release?
We’re launching three reports, all of which can be exported as CSV files:
- SKU export: See a monthly breakdown of SKUs and quantities sold. This is perfect for reconciling inventory or making adjustments in your accounting system.
- Sales summary report: Aggregate all your A2X transactions by mapped account to identify potential mapping issues and discrepancies between your sales channels and accounting system.
- Detailed sales report: Dig deeper with a report that breaks down your chart of accounts, providing detailed descriptions directly from your sales channels to help you pinpoint where issues arise.
How to access the exports
These reports are available in Beta under ‘Reports’ > ‘Export Data’ in your A2X account. Simply select the report you need and export the data to CSV for further analysis.
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