When to Sync : As discussed in previous pages, each software application is the source of truth for certain data. For example, BQE Core is the source of truth for Projects and Phases. Suggestion: Run sync before entering bills in Bill.com to have fully updated data from BQE Core, like Projects and Phases. Enter bills and then run sync again.
How Frequently to Sync: Until "Scheduled Syncs" are available and turned on, Suggestion: manually run the sync at consistent, planned intervals so others know how to rely on the data in each software application.
Suggestion: Address sync exceptions immediately.