How to automate journal and balance extracts in Fynapse

Learn how to configure and automate balance and journal extracts in Fynapse, so downstream systems like your general ledger, financial reporting and reconciliation tools receive the right data at the right time. Peter Willems walks through a full extract configuration, from target and data definition to filtering and scheduling. In eight minutes you'll see how to: • Create a new extract with a name, description and effective dates • Choose a target: Cloud Storage, REST API, FDS or Webhook • Pick a data source: error data, journals, unposted journals, FDS data or balances • Filter journals with query attributes or journal aggregation, extract incremental data only, and split by posting date • Extract balances using a saved balance query or dynamic filtering • Schedule extracts by frequency or specific dates, or run them ad hoc Learn more about Fynapse: https://fynapse.app/ Watch the full Balances, reporting & extracts playlist:    • Balances, reporting & extracts   Previous: How to run a trial balance report in Fynapse:    • How to run a trial balance report in Fynapse   Chapters 0:00 What this video covers 0:28 Why balance extracts matter for downstream systems 1:18 Creating a new extract: name, description and dates 2:01 Choosing a target: Cloud Storage, REST API, FDS or Webhook 2:20 Data definitions: namespace and data sources 2:48 Filtering error data 3:07 Extracting journals and journal aggregation 3:56 Incremental extracts and splitting by posting date 4:14 Extracting FDS data 4:28 Balances: saved queries and dynamic filtering 5:11 REST API, FDS and Webhook targets 5:59 Scheduling extracts 6:29 Submitting the extract 6:42 Recap: repeatable, configuration-driven extracts #Fynapse #BalanceExtracts #FinanceAutomation