Add an integration account

After the calculation bases for the various types of entries have been set, you link accounts to the bases. These are the integration accounts.

To add integration accounts:

  1. Go to: General / Configuration / Integration settings / Integration account.
  2. Click on: New.
  3. Select the entry type for which you want to add an integration account.
  4. Select a value for Calculation basis.

    Only select a value if you want to add a deviating integration account for a value in the file. Always make sure that for every entry type one integration account is available without any value for the selected calculation basis. This way you avoid a situation where journal entries cannot be created because no integration type can be found.

  5. Click on: Finish.

Directly to

  1. Configure work in progress
  2. Activate the WIP integration functionality
  3. Add integration accounts
  4. Add an integration type
  5. journals
  6. Link a period table
  7. Authorise menus and actions
  8. Enter start values for current projects