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To synchronize a folio with accounts

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To synchronize a folio with accounts

Jul 09, 2024

 To synchronize a folio with accounts in Tempo Budgets for Server, you must be the Folio Owner or an Administrator for the folio:

  1. Select your folio using Tempo > (folio name).
  2. Click Folio then select Configure from the dropdown.
  3. In the left sidebar, select Accounting.
  4. Select the Synchronise with Accounts option to associate the folio with a Capitalized Tempo Account.

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