Tyler Incode overview

Summary view of the Tyler Incode connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, CSV

1. Navigate to Accounts Payable > Reports > Purchase Order Status Report Detail.
2. Set any filters (e.g., date range) and click Run or Generate Report.
3. Click Export and choose Excel or CSV format.
4. Save the file locally and upload it using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, CSV

1. Go to Accounts Payable > Reports > Vendor Listing.
2. Click Run to view all vendors.
3. Click Export and select Excel or CSV format.
4. Save the file locally and upload it using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, CSV

1. Select Accounts Payable > Reports > Check Report by Check Number.
2. Enter your date range and click Run.
3. Choose Export and pick Excel or CSV format.
4. Save the file locally and upload it using the link provided to you.