Accounting Integration via File: An Overview

Given the deep and clear overlap between Human Resources (HR) departments and Finance departments within any organization, where employee affairs are always linked to numerous financial accounts, the integration of accounting software and finance officers with HR systems and programs is crucial. This is where the importance of integrating HR systems with financial and accounting systems arises.

When integrating the Jisr system with any accounting system within the organization via file export, accounting entries can be exported in Excel format from the Jisr system. These files can then be uploaded to the accounting system, saving effort and time, and reducing errors that occur during the manual preparation of accounting entries.

Note: The “Integrating with File” option does not appear if the user has already activated the integration with one of the accounting systems in the Jisr system.

Once the accounting integration feature via file (offline) provided by the Jisr system is enabled, accounting entries can be automatically generated for:

• Monthly salary entries
• Provisions for leave and end-of-service gratuity entries
• Annual leave settlement entries
• End-of-service settlement entries
• Social insurance entitlements entries
• Financial transactions paid outside the payroll entries
• Leased labor fees entries

To fully benefit from activating the offline accounting integration feature via file, we recommend that the setup process and completion of all steps be carried out by the system administrator or the designated person in coordination with the finance department.

To start the activation steps, go to the system settings page.

From the sidebar, select "Integration" and then choose the "Integration Files" tab.

Then, select "Accounting Integration" and click on the "Setup" option.