Exact Online/Globe

• How to connect with Exact Online?

  Make sure you are logged in to the Klippa Web App as a user with 'admin' rights. In the left menu, navigate to Settings and then Company. You are now in the company account settings. Click on Connections. In this overview, look for Exact Online and click on Connect with Exact Online. You will now be redirected to the login page of Exact. EnFew readers

• How to re-connect with Exact Online?

  In which cases does the connection need to be re-established? You want to adjust the Exact Online profile with which the connection was made. For example: a SYSTEM user instead of an employee user account). You want to adjust the permissions. For example: you have given permission to synchronise one administration and now want to synchronise multipleFew readers

Netsuite

• How to connect with Netsuite?

  Configure SuiteApp and user in Netsuite Navigate to SuiteApps and search for Klippa, click on the Klippa logo and click on View SuiteApp. Then click on Install and then Install Bundle and agree to the terms. Check if you see Klippa for Netsuite in the list of Installed bundles. Choose a user you are going to use to make the connection. Make sure this is a sFew readers

• How do I add the Klippa Integration role to the WKR permission settings in Netsuite?

  How do I add the Klippa Integration role to the WKR permission settings in Netsuite? Navigate to Setup and then Netherlands Localization and then WorFew readers

Bookkeeping Integration

• Bookkeeping Integration: How to add or edit accounting relations?

  If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit accounting relations, so that your accounting relations in Klippa is up-to-date again. (https://storage.crisp.chat/users/helpdesk/website/4cae8d8acec84400/bookkeepingintegrationFew readers

• Bookkeeping Integration: How to add or edit projects?

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

• Bookkeeping Integration: How to add or edit general ledgers?

  If you use "Bookkeeping Integration", your accounting data has been imported into Klippa. In this article we explain how you can add and edit general ledgers, so that your general ledgers in Klippa are up-to-date again. (https://storage.crisp.chat/users/helpdesk/website/4cae8d8acec84400/bookkeepingintegrationen1ul6yxFew readers

• Bookkeeping Integration: How can i add or edit VAT codes?

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

• Bookkeeping Integration: How to add or edit divisions?

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

• Bookkeeping Integration: How to add or edit cost centers?

  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 centers, so that your cost centers in Klippa are up-to-date again.Few readers

• 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.Few readers

• What is the status of my bookkeeping integration?

  Below you will find an overview of the status pages of Klippa's integrations. If there is a problem with the integration, you will find this on the status page of the relevant integration. AFAS: https://afasstatus.nl/ Exact Online / Globe: https://status.exact.com/ Minox: https://wFew readers

Datev

• How to connect with Datev Unternehmen Online

  Connect your Klippa account to DATEV Cloud Services and enable the DATEV Unternehmen Online (DUO) accounting software integration. By connecting to your DATEV account, you allow Klippa to export expenses and invoices directly into your DATEV import folder. Prerequisites in DUOSome readers

• Datev Unternehmen Online: how to add or edit KOST1 & KOST2

  Datev Unternehmen Online (DUO) does currently not support automatic synchronization of custom fields (KOST1 and KOST2) to other systems. Therefore, you must upload your custom field values into Klippa SpendControl. In this article we explain how you can add and edit KOST1, so that your values in Klippa are up-to-date again. The process is identical for KOST2 Please consult your tax advisor to obtain the full KOST1 and/or KOST2 list. How to add or edit custom fields in Klippa |||Few readers

• Datev Unternehmen Online: how to add or edit BU-Schlüssels

  Datev Unternehmen Online (DUO) does currently not support automatic synchronization of tax codes to other systems. Therefore, we have made available the most used VAT rates to Klippa SpendControl. In this article we explain how you can add and edit BU-Schlüssels, so that your tax codes in Klippa are up-to-date again. How to add or edit VAT rates in Klippa Make sure you are logged in to the Klippa Web App (hFew readers

• Datev Unternehmen Online: how to add or edit Kontos

  Datev Unternehmen Online (DUO) does currently not support automatic synchronization of kontos to other systems. Please consult your tax advisor to obtain the full Konto list. In this article we explain how you can add and edit Kontos, so that your kontos in Klippa are up-to-date. How to add or edit Kontos in Klippa Make sure you are logged in to the Klippa Web App as a user with thFew readers

• Before you start connecting Datev DUO integration

  Prerequisites Your user has administrator rights in DUO Rechnungsdatenservice 1.0 must be enabled in your MyDatev client. You must have the Belege Online (Cloud-LösunFew readers

• Datev Unternehmen Online: how to add or edit Geschäftpartners

  Datev Unternehmen Online (DUO) does currently not support automatic synchronization of suppliers to other systems. Therefore, you must upload your suppliers into Klippa SpendControl. In this article we explain how you can add and edit Geschäftpartners, so that your supplers in Klippa are up-to-date again. How to obtain suppliers from DUO Please check the following article Geschäftspartner importieren und exportieren, section 2.2Few readers

Xero

• How to connect with Xero?

  Open the Klippa Web App and go to Settings in the menu on the left and click on Company in the drop-down menu. In the Company settings you will find several menu items. Click on Company Settings / Connections. In the overview of connections, look for Xero on the bottom of the page and click on connect. YFew readers

Quickbooks

• How to connect with QuickBooks?

  Make sure you are logged in to the Klippa Web App as a user with "admin" rights. In the left menu, navigate to Settings and then Company. You are now in the company account settings. Then click on Company settings / Connections. In the overview, scroll to QuickBooks and click on connect. You wFew readers

• How to sync cost units, cost centers and projects from my integrated accounting system?

  Klippa is software partner with a variety of accounting and ERP systems. Is your Klippa account already integrated with your current system? Navigate in the web app to Company Settings General and check the toggle to switch your cost units, cost centers and/or projects. Is your Klippa account not integrated with your system yet? Please check our integration articles first.Some readers

• How to configure SSO login with Google Workspaces?

  Klippa provides the possibility to log in using Single Sign On (SSO). This article explains how you can set up you Google Workspace to log into Klippa with SSO. Go to the admin environment of Google Workspace and navigate to Apps Web an mobile apps in the left menu. Then click on Add app and choose Add custom SAML app. Enter the app details like the name and optionally a description iFew readers

• How to configure user management with Microsoft Entra ID? (was Azure Active Directory)

  Go to the Entra ID Go to App registrations Click on "New registration" on the top left Enter a name, for example: "Klippa User Sync" Select "Accounts in this organizational directory only" at "Supported account types" Keep "Web" selected at "Redirect URI", don't enter an URI Copy and note the "Application (client) ID" Copy and note the "Directory (tenant) ID" Go to "Certificates & secrets" Click on "New client secret" Enter a description, for example: "Klippa UFew readers

• How to connect with the Klippa card?

  Authorisation in Pliant Make sure you are logged in to Pliant as admin. In the menu on the left, navigate to Klippa. Click Connect integration. (https://storage.crisp.chat/users/helpFew readers

• Unable to view specific data from my integration in Klippa

  The synchronisation between SpendControl and a bookkeeping integration occurs twice a day, at noon (12:00) and at midnight (00:00). You also have the option to trigger this synchronisation manually by clicking on the refresh button. There are two places where you can trigger this synchronisation manually. Within the company settings under the field connections (https://storage.crisp.chatFew readers

• How to configure Microsoft Entra ID SSO using SAML

  Go to the Mircosoft Entra ID Portal Click on Enterprise Applications in the sidebar Click on New application Click on Create your own application Enter Name: Klippa Select Integrate any other application you don't find in the gallery (Non-gallery) Click Create Wait for the application to be created, you will be redirected to it when it's done Click on Single sign-on in the sidebar Click SAML Click on "Upload metadata file" and upFew readers