MyFarmConnect > MyFarmConnect > Connecting to AgConnexion
AgConnexion allows you to import retailer invoices into AgExpert Accounting directly from the Sollio Agriculture retailer network. By automating this step, you can say goodbye to manual data entry and paperwork. This not only can save you valuable time but also reduce the risk of errors, ensuring the accuracy of your financial records.
1. To get started, first, visit https://portail.agconnexion.com/main/en/login and make sure you’ve registered for an account.
2. Next, login to your AgExpert account and click Go to Accounting.
3. Click More on the left, click MyFarmConnect and click on the AgConnexion tile.
4. Click Get connected in the top right.
5. A window will appear displaying the terms and conditions of the connection. Click Continue.
6. Next select the date you want to start downloading transactions from. Please note that the date must be within your current fiscal year. Click Connect.
7. Click Continue in the next popup to briefly leave the AgExpert website.
8. Enter you AgConnexion with your credentials and click Login.
9. Now let’s go back to AgExpert Accounting.
10. There are a few ways you can proceed to import transactions from AgConnexion.
a. The first way is from the dashboard by clicking the review pending transactions tile.
b. The second way is by clicking Purchases on the left, Transactions, and then the review pending transactions tile.
c. The last way is to click More on the left, MyFarmConnect, the AgConnexion tile and then clickthe review link button here.
11. Let’s click one of the review pending transactions buttons.
12. Here you will see a list of all the invoices ready to be imported. You can click on the paperclip under attachment to see the details of the invoice.
13. Click on the row of the transaction you want to import to bring up the transaction editor screen.
14. Pick the supplier, and then the expense line and review the information. Click save, close, or click save and next.
15. AgExpert will automatically recognize existing transactions as a possible match, but you can always click find and match them manually.
16. You can ignore transactions by clicking the 3 dots and clicking ignore, and if you ignored something by accident you can click the ignored transactions tab, and then click the 3 dots again to move the transaction to the previous import screen.
Last updated on March 13, 2024 by FCC AgExpert