Finance & voucher sync

Covers receipts, payments, charges, local vouchers, and push to external finance systems.

Local finance

Receipt / payment / charge documents can auto-generate posted vouchers. Tax invoices support OCR upload — see Tax invoice OCR.

External sync (T+ / K3Cloud)

When a receipt, payment, or charge is completed, the system creates a local voucher and asynchronously pushes it using account mappings.

• One target per tenant: Chanjet T+ or Kingdee K3Cloud
• Push failure does not roll back the business document; retry from Finance sync logs
• External code: ZQ-{tenant}-{voucherId}

Setup

1. System config → Finance voucher sync — enable and choose tplus or k3cloud
2. Finance → Account mapping — map local leaf accounts to remote codes
3. Test connection → complete a receipt → check Finance sync logs

Notes

Remote accounts must be leaf accounts. Aux accounting dimensions are not pushed in v1.

Changelog

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