ACMO Sync Client overview

The ACMO Sync Client is a lightweight desktop application that runs within a customer’s network and provides a secure bridge between local systems and ACMO Cloud.

It performs two main roles:

1. Sending data into ACMO

   • Documents such as supplier invoices, credit notes, remittances, and supporting attachments
   • Master data such as suppliers, customers, invoices, purchase orders, goods receipts, tax codes, chart of accounts, payment terms, delegation of authority rules, and spend classifications

2. Receiving processed data from ACMO

   • Processed bills
   • Processed remittances and cash allocation results
   • Other processed data that needs to be written back into the customer environment

All communication between the Sync Client and ACMO Cloud is authenticated and associated with a specific tenant. Each installation of the Sync Client can connect to one or more ACMO environments, and all activity is environment scoped.

Core concepts

Environments

An Environment represents a connection from the Sync Client to a specific ACMO tenant environment.

Environment names are user defined. Examples include:

• DEV
• UAT
• PROD
• Finance-UAT
• Training

Each environment holds its own set of Connections and settings.
Users must enter an environment before viewing or modifying any of its data flows.

Connections

A Connection defines a data flow between the customer environment and ACMO Cloud.

A connection includes:

• Connection type

  • File (current release)
  • Database (future)
  • API (future)

• Direction

  • Into ACMO
  • From ACMO

• Data category

  • Documents
  • Master data
  • Processed data
  • Other (optional for future scenarios)

• Behaviour settings

  • Folder paths
  • File filters
  • Size limits
  • Delays for recently modified files

Connections are always tied to the environment that the user has entered.
There are no cross-environment lists of connections.

Background service

The ACMO Sync Client Service is a Windows background service that:

• Executes all active connections
• Monitors folders and performs uploads and downloads
• Runs continuously, even when no user is logged in
• Operates independently of the desktop user interface

Although the Windows service exists at the machine level, all configuration exposed in the Sync Client user interface is environment scoped.

Typical usage scenarios

The Sync Client is commonly used to:

• Upload invoice PDFs and other documents dropped into a shared folder
• Upload master data exported from ERP systems on a scheduled basis
• Download processed bills or cash allocation results from ACMO for import into ERP or downstream systems

The same Sync Client installation can support multiple environments, for example DEV, UAT, and PROD, while keeping each environment’s configuration separate.

Application layout

At a high level, the Sync Client user interface has two layers:

1. Application level (before entering an environment)

   • Home
   • Environments
   • About

2. Environment workspace (after selecting Connect on an environment)

   • Overview
   • Connections
   • Service

Each page is described in more detail on the following documentation pages:

• Installation & upgrade
• Environments
• Connections
• Service configuration