Finago integration

Cardboard offers an integration to Finago so that the payments and receipts can be pushed from Cardboard to Finago with one click. This document explains how to set this up and configure the accounting part of Cardboard.

Finago was previously known as 24SevenOffice. You may still see the 24SevenOffice name in a few places, such as the connection link below.

Enabling the Finago integration

In Cardboard go to Accounting > Settings > General and check that the accounting system is set to Finago before going to Accounting > Settings > Integration. On that page there should be a button "Enable Finago add-on". Click it to enable the add-on. The system should tell you if this will upgrade your Cardboard subscription.

Connecting to Finago

This step has to be done by someone with access to Finago.

After enabling the add-on the button should now say "Connect to Finago". Click it to open the connect dialog.

Cardboard shows you an Application ID. Copy it.
Open your Finago integrations page, click "Connect application", and paste in the Application ID.
Accept the terms and confirm. Finago then shows you an Organization ID. Copy it.
Paste the Organization ID back into Cardboard and click "Connect to Finago".

Once it is saved the button should say "Finago connected".

Configuration in Finago

Transaction types

Cardboard posts each payment to Finago using the standard transaction types "Inngående fakturaer" for purchases and "Inngående kreditnotar" for refunds and credit notes. Both exist by default in Finago. If either has been removed or renamed, the push will fail, so restore the default transaction types or create types with these exact names.

Suppliers in Finago

Finago does not have a separate Supplier concept, rather, Suppliers are just Customers with the Supplier toggle switched on.

Suppliers, projects, and departments

Cardboard will not create suppliers, projects, or departments in Finago for you. Create them in Finago first, then enter the matching codes on your Cardboard subscriptions (see below). If a code is missing in Finago when you push, the export stops and tells you which subscription to fix.

Currency

Your Cardboard account currency has to match your Finago base currency. If they differ, the push fails.

Configuring the accounting settings in Cardboard

The next step is to configure the accounting settings for both your accounts and your subscriptions.

Configuring accounts

In order to configure the accounts go to Accounting > Settings > General. There is an input field for the accounting asset account for each of the Cardboard accounts. Enter the general ledger account number from your Finago chart of accounts that represents the Cardboard account, e.g. 1920.

Configuring subscriptions

In order to configure the subscriptions go to Accounting > Settings > Subscriptions. It is also possible to configure from the accounting tab on the subscription page of each subscription. The first section contains the default values. These values will be used if the same values are not set on the subscription line in the section below. On each of the subscriptions these values can be configured:

Supplier (required) - The Customer ID in Finago.
Project - The project code from Finago.
Department - The department code from Finago.
Expense account - The account number of the expense account, e.g. 6790.
VAT code - The VAT code used for expenses from this subscription.

Pushing payments and receipts to Finago

To push payments and receipts go to Accounting > Export. On that page select the month you want to push. The next page will show all the payments for that month. They are listed in different sections:

Needs attention - These payments need manual intervention before they can be pushed, e.g. uploading a missing receipt.
Ready - These can be pushed to Finago by either clicking the push button next to the header or by clicking the push icons on individual payments.
Pushed to Finago - These are the ones that already have been pushed. They can be pushed again by clicking the push icon on the payment.

Finago posts directly to your ledger, so there is no draft to review inside Finago afterwards. Each pushed payment shows up as a posted transaction of type "Inngående fakturaer" (or "Inngående kreditnota" for refunds), with the collected receipt attached as a document. The postings can be found under Transactions (se bellow)