Integration account

You add a new integration account to record settings for the journalising via an integration journal in Profit Financieel.

Note:

Integration accounts overrule everything at a lower level. The following applies if you use integration accounts in Profit Projecten:

  • Integration of articles

    If you use integration accounts for revenue in Profit Projecten, Profit uses the ledger accounts of the integration group when journalising, instead of those of the article group.

  • Integration of work types and costs

    If you use integration accounts in Profit Projecten, Profit uses the ledger accounts of the integration account when journalising, instead of those of the integration group.

To add an integration account:

  1. Go to: General / Configuration / Integration settings / Integration account.
  2. Click on: New.
  3. Select the entry type for which you are adding an integration account.
  4. Select the integration group.
  5. Select the ledger account for the journalising.

    Make sure that the Preferences check box is selected on the Allow VAT tab in the properties of this ledger account.

  6. Click on: Finish.

Directly to

  1. Configure the journalising
  2. Configure integration types
  3. Configure integration accounts
  4. Configure allocation links