The connector between Younium and PE Accounting covers the following integration points:
- Posting invoices/credit memos from Younium to PE Accounting
- Synchronizing customers to or from PE Accounting
- Synchronizing products from PE Accounting to Younium
- Synchronizing exchange rates from PE Accounting to Younium
- Synchronizing users from PE Accounting to Younium
- Synchronizing categories from PE Accounting to Younium
All settings that determine how the integration between Younium and PE Accounting will work can be configured at Settings - Integrations - PE Accounting.
All settings involving synchronization can be set up with scheduling synchronization jobs in Settings, General, Scheduled jobs.
Exchange Rates
We can choose to collect exchange rates from PE Accounting, the exchange rates synchronized will be the ones that are set up.
Accounts
The next setting is regarding the accounts in Younium. If you create customers in PE Accounting that you want to synchronize to Younium, the first checkbox should be filled and the other way around if you want to transfer Younium accounts into PE Accounting.
When synching accounts from Younium to PE Accounting, only new and updated accounts will be transferred. Accounts of type Prospect or Other are not synched.
When synching accounts from PE Accounting to Younium all accounts will be transferred.
Products
In a similar way as with the accounts, we can synchronize PE Accounting products to simple Younium products.
Events & Actions
There are two ways of sending invoices from Younium to PE Accounting, either as a certified invoice or as a draft.
When the first checkbox is filled, a certified invoice will be sent, and if left empty, a draft will be sent to PE Accounting.
The last checkbox is regarding accrual, when this box is filled the revenue recognition periods from Younium will transfer to PE Accounting. As an example, if an order is billed quarterly, and Q1 is invoiced, 01-01 to 03-31 will be the revenue recognition period synchronized to PE.
After an eventual change to the settings, do not forget to press the Save and Setup button.
Invoices
When an invoice is sent from Younium to PE Accounting they will end up under Customer invoices.
Certified invoice
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If a certified invoice is sent to PE Accounting it will straight away end up under unpaid invoices under the category Ledger.
In the case of a certified invoice, it is not possible to make any drastic changes, instead, most of the fields are locked for editing. The functions that are in this view are to change the delivery method, email, and add a reference number to the invoice.
Draft invoice
- If a draft invoice is sent to PE Accounting which means it is not yet certified, it will end up under the category Authorise.
In this view, basically, all of the information can be changed. What is important to pay attention to is that changes here will NOT be reflected back to Younium, a change in price or similar in this view will create differences between Younium and PE Accounting regarding this. This will result in differences in the accounting relative to the metrics and data in Younium.
Credit invoice
The checkbox Certify the invoice needs to be checked in order to be able to credit invoices. If the checkbox is not filled and the invoice is credited in Younium, this will not reflect back to PE due to the invoice being a draft and do not have a PE invoice number.
To create a credit, press the three dots on the invoice header, and then credit invoice. Choose the rows that should be credited and also from which date the credit should be valid, depending on if you want the credit to cover the whole period or parts of it.
Observe that you cannot credit invoice dates that are in the future or the ones that are older than 14 days.
A credit is shown as below in PE Accounting:
Field mapping
Account synch PE Accounting to Younium
| PE Accounting | -> | Younium |
| Id | Pe-Accounting Client Id* | |
| Name | Name* | |
| Invoice Email | ||
| VAT number | Tax Reg. Nr | |
| Reg. no. | Org Number | |
| Currency | Currency* | |
| Terms of payment (days) | Payment Term | |
| Your reference | Your Reference | |
| Active | Inactive | |
| Customer number | Pe-Accounting Customer No | |
| Our reference | Pe-Accounting User | |
| Delivery method | Pe-Accounting Invoice Delivery Type | |
| Categories | Pe-Accounting Category | |
| Address (line 1) | InvoiceAddress.Street | |
| Address (line 2) | InvoiceAddress.Street2 | |
| Postcode | InvoiceAddress.Zip | |
| Postal locality | InvoiceAddress.City | |
| Territoriality | InvoiceAddress.Country* |
*mandatory fields
Account synch Younium to PE Accounting
| Younium | -> | PE Accounting |
| Name* | Name | |
| Invoice Email | ||
| Invoice CC Email Addresses | ||
| Tax Reg. Nr | VAT number | |
| Org Number | Reg. no. | |
| Payment Term | Terms of payment (days) | |
| Your Reference | Your reference | |
| Inactive | Active | |
| E-Invoice address | GLN / EDI-address | |
| Pe-Accounting Customer No | Customer number | |
| Pe-Accounting User | Our reference | |
| Pe-Accounting Invoice Delivery Type | Delivery method | |
| Pe-Accounting Category | Categories | |
| InvoiceAddress.Street | Address (line 1) | |
| InvoiceAddress.Street2 | Address (line 2) | |
| InvoiceAddress.Zip | Postcode | |
| InvoiceAddress.City | Postal locality | |
| InvoiceAddress.Country* | Territoriality |
*mandatory fields
Product synch PE Accounting to Younium
| PE Accounting | -> | Younium |
| Id | Pe-Accounting Product Id | |
| Description | Name |
each field will be applied to both Product and Charge
Invoice
| Younium | -> | PE Accounting |
| Account | Customer | |
| Invoice Date | Invoice date | |
| Invoice Date | Delivery date | |
| Due Date | Due Date | |
| Currency | Currency | |
| Your Order Number | Reference number | |
| (Order) Your Reference | Your reference | |
| (Account) Pe-Accounting User | Our reference | |
| (Account) Invoice Email | ||
| Pe-Accounting Customer No | Customer number | |
| Pe-Accounting User | Our reference | |
| Pe-Accounting Invoice Delivery Type | Delivery method | |
| Pe-Accounting Category | Categories | |
| InvoiceAddress.Street | Address (line 1) | |
| InvoiceAddress.Street2 | Address (line 2) | |
| InvoiceAddress.Zip | Postcode | |
| InvoiceAddress.City | Postal locality | |
| InvoiceAddress.Country* | Territoriality |
*mandatory fields
If you want to read more about Kleer (PE accounting) you can visit their website: http://www.kleer.se/