ProBooks – Cashet PCard Integration Setup & Process

This article covers the setup and process for exporting Cashet envelopes to ProBooks 

1. Provide the GL Configuration and Cashet ID# to your Cashet contact
   1. Using the grid below, replace Account as it applies to your Chart of Accounts (e.g. XX-XX)
   2. Example: the Cashet ID# (aka Revolution ID#) for bestshowever.sigmalcoud.io would be bestshowever

account	description	amount	series	location	set	ff1	ff2	3rd
XXXX	60 characters	XXXXXXX.XX	XXX	XXX	XXX	XX	XX	60 characters

1. Let Revolution support know you would like to integrate with Cashet. We’ll enable your project to accept Cashet exports.

1. Before exporting envelopes from Cashet, ensure the PCard vendors in ProBooks are setup. They will need:
   1. Card ID: last 6 digits of Pcard account#
   2. Pcard enabled: is checked
   3. Pcard default account: has the default GL account for their PCard
   4. Petty Cash Enabled also needs to be checked with the applicable GL code entered

1. You’re all set to export envelopes from Cashet! Files typically appear in Probooks Petty Cash module within 5 minutes. If they take longer than 15 minutes, please reach out to [e-mail].