Connect to Financials
⚠️ Important:
Your email address in Paycircle must match your email in Financials.
You must have either an Administrator or User role in Financials.
Steps
Log in to Paycircle.
Open the payroll company you wish to integrate.
Click Settings then click Integrations.
In the accounting card, click Connect.
Select Access Financials.
Select which organisation you'd like to connect to.
The status in the accounting card will now change to Connected and your selected organisation name will be displayed.
Disconnect from Financials
Log in to Paycircle.
Open the payroll company you wish to integrate.
Click Settings then click Integrations.
In the accounting card, click Disconnect.
Confirm the disconnection.
The status in the accounting card will now change to Not Connected, which confirms a successful disconnection.