Once PowerOffice Go is connected and sync settings are configured, TRAEDE automatically sends invoices, credit notes, and customer data to PowerOffice Go in the background.
Prerequisite: PowerOffice Go must be installed, connected, and sync settings and accounting settings configured. See Setting up PowerOffice Go in the Related articles below.
What syncs and when
TRAEDE syncs data when the app is connected and the relevant sync setting is enabled.
| Data | When it syncs | Notes |
|---|---|---|
| Invoices | When an invoice is booked and invoice sync is enabled for its channel. | The invoice PDF must be ready before TRAEDE can attach it to the PowerOffice Go voucher. |
| Credit notes | When a credit note is booked and sync is enabled for its channel. | Credit notes can sync when either invoice sync or credit note sync is enabled for the channel. |
| Customers | When Sync customers is enabled and customers are created or updated. | Open a customer profile and click Send customer to PowerOffice to send one customer manually. |
| Payment status | When invoice payment status is set to come from the accounting system. | TRAEDE can update invoice payment status from PowerOffice Go. |
| Customer balances | Synced automatically in the background. | TRAEDE matches balances to customers by customer number where possible. |
Handle sync errors
If an invoice or credit note cannot sync to PowerOffice Go, TRAEDE creates an alert. Use the alert actions to inspect or retry the sync.
- Preview opens the invoice preview. This is available for invoice alerts.
- Retry tries to sync the invoice or credit note again.
- Skip marks the selected invoice or credit note as skipped.
Tip: If retry fails again, check that the accounting accounts, VAT codes, customer data, and invoice PDF are ready before trying again.