How To Connect To Aleop

What you need to know: 

Connecting to Aleop will automatically synchronize digitized statements, reports and invoices with AgExpert Accounting.  Aleop’s optical character recognition technology extracts relevant data from images of invoices and receipts and populates it into the appropriate fields in AgExpert Accounting. These transactions will automatically be imported into AgExpert Accounting. 

Aleop will import supplier and customer information, general ledger accounts and balances, transaction information, and fiscal year end dates from AgExpert Accounting.   

 

What you need to do: 

  • Have an Aleop account with sign-in credentials available.    

 

How to (Step by Step): 

  1. Click MyFarmConnect. 

  2. Select the Aleop tile. 

  3. Click Aleop account. 

  4. A new page will open.  Enter Email and Password to sign into Aleop. 

  5. You will need to authorize the integration the first time you connect AgExpert Accounting to Aleop. To do this, click the Accounting menu at the top and then select Accounting Synchronisations. 

  6. Click the AgExpert token tile and Aleop will now open AgExpert Accounting to continue with the integration process. 

  7. Select the businesses you wish to allow access to Aleop. Click Allow Access. 

  8. Follow Aleop’s user guide to ensure Account mappings are correct.  

  • Tip: You will also need to click Document validation to continue with setup process. Afterwards you can scan receipts and enter transactions and click the payment and incomings tile to further assign your transaction types to cash, receivable, or payable entries.  Once this step is complete, the transactions will automatically appear in AgExpert Accounting. 

  • Note: Transactions imported from Aleop will display an audit trail at the bottom of the transaction screen, displaying that it was imported from Aleop.  You can click the view original invoice button to view the original transaction imported from Aleop. 

 
Note: In AgExpert, you are always in control of your information. You can revoke sharing and access and modify permissions as you see fit.  

To disconnect from Aleop: 

  1. Click MyFarmConnect. 

  2. Select the Aleop tile. 

  3. Click Disconnect.   

 

References and Additional Resources 

 

Still have questions? Contact support  

Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.