PowerOffice integration

Cardboard offers an integration to PowerOffice so that the payments and receipts can be pushed from Cardboard to PowerOffice with one click. You can choose whether Cardboard creates vouchers for you to approve in PowerOffice, or posts them directly to your ledger. 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”.

Choosing an accounting mode

Go to Accounting > Settings > Integration and pick an option under Accounting mode:

Create draft postings: pushed payments arrive in PowerOffice as supplier invoice vouchers. You review and approve each one in PowerOffice before it reaches the ledger.
Post directly to ledger: Cardboard approves the voucher for you, and PowerOffice posts it to the ledger right away. You don’t review anything further in PowerOffice.

To use Post directly to ledger with an approval workflow on supplier invoices in PowerOffice, you need to set it up as described in Approval settings for direct posting below.

Configuration in PowerOffice

Bank account

We suggest you model your Cardboard account as a plain accounting account in the 192x range in PowerOffice:

Navigate to Kontoplan in PowerOffice (via Innstillinger, or use the search bar at the top).
Click the green Legg til konto button in the top left corner.
Enter an available account code in the 192x range in the Kode field, e.g. 1921.
Give the account a suitable name, e.g. Cardboard NOK.
The account group (Kontanter, bankinnskudd o.l.) and report group (Bankinnskudd, kontanter o.l.) should be set automatically by PowerOffice.
Click OK to save.

You will use this account number when configuring the asset account in Cardboard below.

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.

Approval settings for direct posting

Skip this if you use Create draft postings, or if supplier invoices don’t need approval in your PowerOffice client.

If supplier invoices need approval, Cardboard must be the only approver:

In PowerOffice, go to Innstillinger > Godkjenningsinnstillinger > Leverandørfaktura.
Set Cardboard as the only approver on level 1. It shows up next to your users and roles.
Don’t add more approval levels, and leave Krev kontroll før postering off.

If anyone else is an approver, or Cardboard is on a later level, vouchers wait for approval in PowerOffice instead of being posted.

Note: if Cardboard is the approver for all supplier invoices, invoices that don’t come from Cardboard (for example EHF) will also wait for Cardboard’s approval.

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. "1921", 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 have already been pushed. A payment can only exist once in PowerOffice. To push it again, delete its voucher in PowerOffice first. Posted vouchers can’t be deleted, so correct a posted voucher in PowerOffice instead.

What happens next depends on your accounting mode

Create draft postings: the items show up as vouchers to approve in PowerOffice’s Bilagsføring module. Once approved, they’re entered into your general ledger as paid supplier invoices: