How to push revenue journal entries to ERP

Last updated: March 30, 2026

The Tabs Platform can automatically push revenue journal entries (JEs) to the ERP through our Revenue Close Management feature. For a given integration item, the JE credits the associated Revenue account and debits either the associated Deferred or Unbilled account, depending on the amount billed vs. revenue recognized.

Pushing Journal Entries to the ERP

Navigate to Close Management under Revenue and follow these steps:

  1. Select Period - Select the month you would like to close revenue for

  2. Complete Billing - Make sure all of the billing is completed for that month. Draft invoices dated for the month should either be sent, voided, or moved out to a future month

  3. [If cash application is enabled] Match Transactions - Link bank transactions to the appropriate payments and invoices

  4. Review Flux Analysis - Compare this month’s revenue and billing snapshot with last month’s. If the numbers look accurate, click on Ready to Proceed

  5. Review the updated journal entries for accuracy by clicking on View journal entries

  6. Click on Push revenue to GL - The journal entries will automatically appear in your ERP account once successfully pushed.

Troubleshooting Journal Entry Issues

  • If the integration item is missing:

    • Click the linked Product name to update it directly.

  • If the integration item is mapped to the incorrect Revenue/Deferred/Unbilled account:

  • If the Push revenue to GL button is not available:

    • Verify that the month you have selected is not already closed in the ERP

    • Verify that you have not already pushed JEs into GL

  • If your journal entries are not appearing in the ERP after pushing them:

    • Verify that you haven't marked any accounts as inactive in ERP recently

    • Check that no changes have been made to your ERP integration settings

Manual Alternative

If you need to process journal entries immediately while troubleshooting sync issues, you can download the journal entries from Tabs Platform and manually upload them to the ERP.