PowerOffice integration
Cardboard offers an integration to Fiken so that the payments and receipts can be pushed from Cardboard to Fiken with one click. This document explains how to set this up and configure the accounting part of Cardboard.
Enabling the PowerOffice integration
In Cardboard go to Accounting > Settings > General and check that the accounting systems is set to PowerOffice before going to Accounting > Settings > Integration. On that page there should be a button Enable PowerOffice add-on. Click it to enable the add-on. The system should tell you if this will upgrade your Cardboard subscription.
Connecting to PowerOffice
This step has to be done by someone with access to PowerOffice.
After enabling the add-on in the previous step the button should now say “Connect to PowerOffice”. Click this button and PowerOffice should open up where you will have to log in and approve the Cardboard integration in PowerOffice. After that is done you should have been returned back to Cardboard, and the button should now say “PowerOffice connected”.
Configuration in PowerOffice
Bank account
You should model your Cardboard account as a regular bank account in PowerOffice.
Suppliers, projects, and departments
Cardboard will not automatically create suppliers (leverandører), projects (prosjekter), or departments (avdelinger) in PowerOffice. You will have to create these yourselves in PowerOffice and then configure Cardboard subscriptions with the correct codes in Accounting > Settings > Subscriptions.
Configuring the accounting settings
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 accounting account number for the bank account, e.g. "1920:10007", that you created in the PowerOffice setup step above here.
Configuring subscriptions
Each subscription in Cardboard can be configured with supplier, project, department, custom expense account, and VAT code (momskode) for your accounting in PowerOffice. Only the "Supplier" column is mandatory for export to PowerOffice.
You can find these codes in the following places in PowerOffice:
- Supplier - Meny > Leverandører (under Kontakter) and use the correct code from the Leverandørnr column.
- Project - Meny > Prosjekter (under Administrer) and use the correct code from the Kode column.
- Department - Meny > Innstillinger (under Administrer) > Avdelinger (under Firmainnstillinger) and use the correct code from the Kode column.
- Expense account - Meny > Innstillinger > Kontoplan and use the correct account number.
Pushing payments and receipts to PowerOffice
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 needs manual intervention before they can be pushed., e.g. uploading a missing receipt.
- Ready - These can be pushed to PowerOffice by either clicking the push button next to the header or by clicking the push icons on individual payments.
- Pushed to PowerOffice - These are the ones that already have been pushed. They can be pushed again by clicking the push icon on the payment.
When pushed to PowerOffice, the items will appear as vouchers to be approved in PowerOffice's Bilagsføring module and will be entered into your general ledger as paid supplier invoices when approved:
