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Bookkeeping Integration: How to add or edit cost units?

If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit cost units, so that your cost units in Klippa are up-to-date again.

Note: this action is only possible for a user with the finance role.

Note: this action is only possible if your company uses the module "Bookkeeping Integration".

Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.

In the left menu, navigate to Bookkeeping Integration and then Divisions. You are now in the overview of the different divisions.

If no dimensions are visible, add them by clicking: Actions, then choose Create dimensions. You can add a cost unit by using the following information: Dimension key: cost_units, Dimension name single (singular): Cost unit, Dimension name multiple (plural): Cost units

In the table, choose cost units. You are now in the overview of your cost units.

Click the Actions button at the top right of the table, then choose Import.

A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing cost units. They are explained below:

Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of cost units. If this option is set to "Yes", new cost units with a new cost unit code will be added. For all yet existing cost units in Klippa with "code" that is the same a cost unit code in the import file, the yet existing data in Klippa will be updated. If you want to update the current cost units, set this option to "Yes". Keep in mind that you cannot change the code of the cost unit. If you only want to add new cost units, set it to "No".

Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.

Division: Select the division to which the cost units belong.

Tip: Download the sample file by clicking the Download example sheet button.

Tip: Do you want to make an existing cost unit inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the cost unit.

Upload the XLSX or CSV file containing your cost units. You do this by clicking the Click here to upload a file button and choosing the document.

Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.

Tip: Do you want to synchronize the already added/changed cost units? Then read this article.

Tip: Do you want to know how you can use cost units in business rules? Then read this article.

Updated on: 20/06/2023

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