e-conomic Accounting Integration
Role: Company admins and operations teams
Scope: Company portal integrations
Purpose
Help finance teams understand where e-conomic integration fits into company operations.
Who this is for
Finance admins and accounting owners working with company payment and reconciliation processes.
Prerequisites
- Company settings and finance integration setup are available in your environment.
- Your accounting team has e-conomic access and chart-of-accounts decisions prepared.
Step-by-step instructions
1. Open finance-related setup
Go to Company settings and use the finance integration section.
2. Complete connection and mapping decisions
Align donation/payment categories with your accounting model.
3. Validate first transaction flow
After the first completed period and payment activity, verify expected records in finance operations.
4. Operationalize reconciliation
Use periodic checks between company payment outputs and accounting records.
What users should expect
- Integration value is highest after payment-producing workflows are active.
- Finance operations should align with company payout and document export timing.
Common issues and troubleshooting
- Expected records not visible yet: confirm a source voting period has completed and produced payouts.
- Mapping confusion: align finance account mapping with your internal accounting policy before bulk activity.
- Team access blocker: verify permissions in both Actnation and e-conomic.
Verify success
- A completed period and payment flow can be reconciled with finance records.
- Account mapping decisions are documented and reusable for ongoing operations.