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How to Integrate Mekari Expense Purchase Quote with Mekari Jurnal

Article author
Learning Center Mekari
  • Updated

In the integration between Mekari Expense and Mekari Jurnal, you can now synchronize Purchase Quote data to Mekari Jurnal. Here are the steps.

Important
- To perform the Purchase quote integration, you need to first integrate Mekari Expense with Mekari Jurnal. Learn more here.
- To perform the integration, ensure the Purchase quote is in the “Awaiting order creation” status.

  1. Go to the Integrations menu.
  2. Then click “Transaction List”.
  3. The Purchase quote transactions you created will appear on the Integration page under the Purchase quote tab.
  4. Then click “Sync to Jurnal” to perform the integration.
  5. Next, you will be directed to the following page. Match the Vendor in Mekari Expense with the Vendor in Mekari Jurnal.

  6. Adjust the Tags, Product, and Tax Account data to match those in Mekari Jurnal. Make sure these data have been created in Mekari Jurnal before selecting them on this page.

  7. Once all data is correctly filled in, click “Sync to Jurnal”.

  8. The successfully synchronized Purchase quote data will appear on the following page with a ‘Success’ status.