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Finance Sync overview (SPEC-033)

Last reviewed: 2026-04-27 · Owner: Product & Engineering

Goal

Interpret Finance Sync runs shown in admin and know when to involve finance operators versus integration support.

Prerequisites

  • Tenant id (e.g. tenant_alpha) and finance-scoped actor where required.
  • Familiarity with settlement periods referenced by exports.

Steps

  1. Open Finance Sync (/console/finance-sync) aligned with EXP-003.
  2. Filter by tenant and optional settlement period; load GET …/finance-sync/runs results rendered in the table.
  3. Correlate sync_run_id, export_run_id, and correlation_id with backend logs when investigating failures.

Verify

  • Successful runs reach status expectations per your adapter configuration; failures include actionable messages.
  • No secrets or live bank data appear in help or screenshots.

If it fails

Retry with narrower filters; capture correlation ids; follow SPEC-033 escalation paths to finance ops for CSV contract mismatches.

Further reading