FAQ - Importing AgConnexion transactions
I imported an invoice from my coop, but I notice errors. Who should I contact?
In all cases, if there are errors, it is best to report them to the invoice issuer, the supplier. EVO only collects information available on the portal. It is possible to import the invoice, complete it, and generate the entry with the original amounts. Another transaction should be imported when the supplier makes the correction.
How can I view the document linked to an AgConnexion transaction?
Select the desired transaction (in Transaction Entry) and click the "View transaction on portal" button. A PDF version of the document will be available.
Is it possible to edit a transaction coming from AgConnexion?
An unprocessed transaction can be modified (accounts, sub-accounts, amounts). A completed transaction (for which the entry has been generated) cannot be modified. The only possible correction is to correct the entry that was generated.
Do previously imported transactions disappear from the "Import Transactions" sheet?
No. All imported transactions remain available in this sheet. Filters can be applied based on certain criteria to restrict or expand the display (processed or unprocessed transactions, completed or uncompleted transactions). This sheet can serve as an archive for viewing transactions on the AgConnexion portal.
An error message appears when opening SigaFinance EVO related to the connection to the Sollio portal. What should I do?
By clicking the "Validate connection" button, the AgConnexion web page will open and the user will simply need to confirm the connection to the portal. This message may appear at different times.
Why do I need to map classifications?
This feature allows you to complete transactions quickly by entering the account associated with items during import. Suggestions made can be modified by the user BEFORE generating the entry. If a user does not want to map them, they must check the "Do not map" box for each classification. However, taxes must be mapped to accounts in the Chart of Accounts.
No transactions are displayed when importing transactions, even though there should be. How do I fix this issue?
Verify that the fiscal year concerned by the transaction import is open.
How long can a transaction import from the AgConnexion portal take?
A few seconds are usually required.
When clicking on "Transaction Import", a message regarding portal configuration appears. What should I do?
It is likely the first time using this service for this business. Portal configuration MUST be completed before importing. By clicking the "Go to definition" button, the configuration sheet will open.
My retailer made changes to my AgConnexion account. How do I apply them in EVO?
If needed, a configured portal can be set to inactive (but cannot be deleted). A new portal can be configured with the information provided by AgConnexion.