Step 3A – Connect e-conomic with ContaVoy
In this step you will grant ContaVoy access to your e-conomic account.
Click the 'Connect e-conomic' button
In the window that opens, click the 'approve' button
Return to ContaVoy and click Save and continue.
ContaVoy now has access to your e-conomic account.
Step 3B – Configure
There are quite a few options when configuring the connection to e-conomic.
The main thing to consider is:
Do you want to Sirvoy invoices to be real invoices in e-conomic OR just so-called "manual invoice entries" in a cash book?
If you want real invoices with invoice lines, please choose "Issue Invoices". Otherwise, leave it unchecked.
Some of the following options will only be visible if you selected 'Issue Invoices'. Here is an overview of all the options:
Post Directly
When the integration is completely setup and you're ready to make it fully automatic, then you can select this one. It means all data will be posted (booked) directly in your accounting.
Issue Invoices
Whether Sirvoy invoices should be treated as full invoices with invoice lines in e-conomic OR just as finance entries in a cash book.
If you select 'Issue Invoices', then there will be more options to deal with further down.
Use Same Invoice No
If you want to use the same invoice number in e-conomic as was used in Sirvoy, then you need to select Post Directly.
This is due to a limitation in e-conomic. It is not possible to set the invoice number of draft invoice.
Invoice Layout
When "Issue Invoices" is selected, then ContaVoy will create full invoices in e-conomic. ContaVoy needs to know which invoice layout to apply to the invoice.
Invoice Reference Prefix
When creating invoices in e-conomic, a reference will be added to the "Other" reference field in e-conomic. This way it is possible to determine which invoice in e-conomic was created from which invoice in ContaVoy.
You may change the prefix from "ContaVoy-" to something different if you prefer.
Customers
Customer Key Reference
If you want the system to use an existing customer when one exists, then please select 'Email' for the Customer Key Reference.
If you prefer that each booking turns into a new customer in e-conomic, then you can select 'None' instead.
Require Unique Customer Key
If you want to enforce that there are not any 2 customers with the same email address, you can select this.
This is only available if Customer Key Reference is set to 'Email'
Allow Create Customer
If you want to allow ContaVoy to create customers in e-conomic.
This is recommended. Otherwise, you would need to create the customers manually.
Allow Update Customer
If you want to let ContaVoy update the customers in e-conomic, when it discovers Sirvoy has updated the customer's info.
Customer Group
When creating new customers in e-conomic, they need to be placed in e customer group
Please select the customer group to use for new customers.
Payment Terms
When creating new customers in e-conomic, they need to have payment terms set up.
Please select the payment terms to use for new customers.
Cash Book, Payments and Finance Ledger
Journal Cash Book
Please select the cash book (kassekladde) to use for finance entrie.
We recommend you create a cash book to use only for ContaVoy. You may click the 'Create New' button to quickly create a new Cash Book in e-conomic named 'ContaVoy'.
Default Payment Account No
If no ledger account is provided from Sirvoy, which account should be used as fallback or default account?
In most cases it is advisable to select a clearing account. (mellemregningskonto)
Rounding Account No
If you register invoices and payments in a currency different from the base currency in e-conomic, then rounding errors may happen from time to time.
It is also relevant if you have rounding activated in Sirvoy.
Select an account to post rounding adjustments on.
Products
Allow Create Product
When creating full invoices with invoice lines, each invoice line must have a product.
Select this to allow ContaVoy to create products in e-conomic if they don't already exist.
Product Group
When creating products in e-conomic, the new product must be assigned to a product group
Select this product group for new products here.
Default Product
If no product number is provided from Sirvoy, let the invoice line fallback to using the default product provided here.
Rounding Product
If you have rounding activated in Sirvoy, then a product is required to allow adding an invoice line with the rounding amount.
VAT
The VAT zones to use for sales to different customers.
If all your sales are VAT subjected regardless of the customers home country, then you may change all 4 to use "Domestic" (Indland)
VAT Zone Domestic
VAT Zone Domestic Exempt
VAT Zone EU
VAT Zone World
Click Save and continue
