Accounting sync
Open Purchasing → Sync Status in Thermal →
What it's for
Accounting sync shows where each vendor bill stands on its way to your accounting system — matched, approved, synced, or stuck. Thermal runs beside your accounting rather than inside it, so this screen is the state of a hand-off, not a set of books.
Reach it from Materials & Purchasing → Purchasing → Accounting sync, at
/purchasing/sync-status.
Tabs
The screen has no tabs of its own — it is one of the Purchasing views.
Panels and controls
Columns:
| Column | Shows |
|---|---|
| Bill # | The vendor's bill number |
| Vendor | Who billed you |
| Total | The bill amount |
| Match status | Whether it reconciles against what was ordered and received |
| Approval status | Whether someone has approved it |
| Sync status | Whether it has reached your accounting system |
| Last attempt | When the sync was last tried |
| External ID | The id it carries in your accounting system, once it lands |
The three status columns read left to right as a pipeline: a bill has to match, then be approved, then sync. A bill stalled in one column tells you which step to go and do — a failed match is a purchasing question, a missing approval is a person, and a failed sync is usually a connection.
Last attempt is what distinguishes "never tried" from "tried and failed", and External ID is the proof a bill actually landed rather than appearing to.
No vendor bills yet is the empty state.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Branch | Pick a branch | No | Scopes the list to one location |
The screen is a read-out. Bills are created and matched on the purchase order.
How to configure it
- Integrations settings decide which accounting system is connected and whether syncing runs at all.
- Bill matching settings decide what has to line up before a bill counts as matched.
- Purchasing settings decide the approval thresholds a bill has to clear.
- Branches decide what the scope filter offers.
Who can see it
This screen sits behind the Purchasing area.
Owners and office managers can open it. Dispatchers and technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.