Manually Trigger Financial Data Synchronization

In addition to the automatic post-approval sync trigger, administrators need the ability to initiate a manual sync from the integration status screen. This sends all pending approved records (reimbursements, honorariums) to the configured accounting system via the accounting sync orchestrator. The trigger respects the organization's active connector (Xledger or Dynamics) and uses the accounting API gateway. A progress indicator shows the sync in progress, and the status dashboard updates upon completion. The sync log captures the manually-triggered event with the initiating user's ID for audit purposes.

MEDIUM story-accounting-system-integration-global-admin-003 3 pts

Story Points

Medium

Priority

Accounting System Integration

Feature

User Story

As a user

I want to manually trigger a sync of approved financial records to the accounting system outside of the automatic post-approval trigger

So that So that I can force an immediate sync after resolving a connectivity issue, after initial configuration, or when records are unexpectedly pending

Acceptance Criteria

Given an administrator on the integration status screen, when they click 'Trigger Sync Now', then a confirmation dialog explains how many pending records will be synced and asks for confirmation
Given the administrator confirms the manual sync, when the sync begins, then a progress indicator is shown and the trigger button is disabled to prevent duplicate triggers
Given the manual sync completes successfully, when the progress indicator disappears, then the pending record count resets to zero and last sync time updates to now
Given a sync is already in progress (auto or manual), when the administrator attempts to trigger another manual sync, then the button is disabled and a message explains a sync is already running
Given the manual sync fails partway through, when the error occurs, then completed records are retained in the accounting system and only failed records remain in the pending queue
Given a manual sync is triggered, when the sync log is queried, then it records the event with the triggering user's ID, timestamp, record count, and outcome

Business Value

Manual sync capability is essential during initial integration setup, after credential updates, and after resolving connectivity issues. Without it, administrators must wait for the next approval event to trigger a sync, leaving a gap in accounting records that finance teams cannot close without manual re-entry.

Components

Accounting System Integration

Related Feature

Global Administrator

User Role