Integration type

You record integration types for the journalising of various types of entries.

Description

An integration type determines the following:

• The journals (and, if applicable, the ledger accounts) which are used for journalising
• The use of an invoice discount.
• The description that must be used in the journal entry

If you use multiple administrations, then you record an integration type for each administration. You record the integration types indicated below which are applicable to you.

• For Projects: Automatic project invoices, Manual project invoices, Cancel WIP, WIP Integration, Project instalment invoices
• For Subscriptions: Subscription invoices
• For Courses: course invoices
• For, amongst other things, Logistics: Stock, Counter/direct invoices, Cash sales, Order management sales invoices, Order management purchase invoices, Current account stock

  Note:

  Which integration types are available, depends on your licence.

Procedure

• Authorise an integration type

  If you want to add and set up integration types, you must be authorised for the menu option and the tab.

• Add an integration type

  You add an integration type with settings for the journalising of a particular type of entry in a particular administration.

• Change the integration type

  You can change certain parts of integration types after they have been added.

• Change the journal entry description for an invoice

  For each integration type, you can set or change the description that Profit adds to a journal entry for an invoice.

Also see

• Configure integration types for Logistics
• Configure the Subscriptions integration type
• Add an integration type for Courses
• Set up an integration type for Projects
• Integration group
• Integration account