How does the NAV invoice sync work?
Every hour the system downloads the company's incoming and outgoing invoices of the day from NAV Online Invoice. For an earlier period use the sync panel on the Invoices page, up to 100 days at a time.
The sync works when the NAV credentials are filled in under Team Settings → Integrations and Synchronize invoices from NAV is switched on.
Automatic download. Every hour the system asks NAV for the invoices issued that day, in both directions. Invoices already on file are not created again.
Manual download for an earlier period:
- On the Invoices page click the chip-icon button above the list (hovering shows "Synchronize") and choose the Synchronize tab.
- Set the start and end date, or pick a shortcut (Today, Current week, Previous week, Current month, Previous month). Up to 100 days can be requested at a time.
- Tick NAV synchronization (next to it you can also choose the Számlázz.hu PDF and data download and the exchange rate sync).
- Click Synchronize. The download runs in the background and you are notified when it finishes.
If some days failed, Retry failed dates restarts only those.
Manual sync needs the finance manage permission. If NAV synchronization is greyed out, NAV sync is not switched on in the team settings.
More: querying incoming invoices from NAV Online Számla (Hungarian).