Beginning in June 2021, some sync users will find an entirely new redesigned sync status page to help you better understand and solve sync conflicts, but rest assured, your transactions and list items will still sync the same. This feature is being rolled out in phases, so if you don't see it in your account yet, stay tuned!
New sync status page
You'll still access your sync status by selecting the sync icon, but now you'll see a quick count of sync conflict types, or view a sync progress bar if you're currently running a sync. Select Resolve Conflicts to view the new sync status page.
Real time progress bar
We now have a progress bar that shows, in real time, the percentage of sync that's complete.
The status bar gives you a quick glance at your last sync date and time, how many items and transactions synced successfully in the last sync, and how many new conflicts
Select View Summary on the new sync status page to view a count of each item or transaction type that synced in the last sync, and whether it was to Bill.com or to your accounting software.
Sync conflicts table
The redesigned conflict table is packed with new features.
Filter your conflicts to narrow the table down to the conflicts you are focusing on. You can filter by:
- Transaction or list item types enabled on your account are options available for selection here, and will vary.
- Conflict Type
- Related (for example, a payment can't sync because a related bill did not sync)
- Conflict Source
- Accounting software
- Custom date range
Your selected filters show above the table, and you can select Clear Filters to clear all selected filters.
Customize, resize, and sort columns
Select Customize to select the columns you'd like to appear on your sync conflict table:
- Conflict - Transaction or list item type
- Action - Update or Create
- Conflict Location - Bill.com or accounting software
- Reason - Explanation of conflict
- Date - Date of the original conflict
You can also sort by Conflict, Conflict Location, or Date, and drag to resize these columns.
Dates per conflict
Each conflict now has a date associated, so you know if it is a new conflict, or from a past sync. This helps with troubleshooting when you compare audit trails on or around the date of the error, you have a better idea of the action that caused the conflict.