Exact Online/Globe
How to connect with Exact Online?
| Note: Only the administrator (a user with an admin role) can make the connection 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 readersHow to re-connect with Exact Online?
||| Note: only the administrator (user with an admin role in Klippa) of the Klippa account can re-establish the connection 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 multipleSome readers
Netsuite
How to connect with Netsuite?
Configure SuiteApp and user in Netsuite || Note: only someone with an admin role in Netsuite can make the connection with 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 readersHow 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? || Note: for this feature the Netherlands localization bundle in Netsuite needs to be installed. || Note: the Klippa for Netsuite SuiteApp must be installed (link how to install this) || Note: only someone with an admin role in Netsuite can make this change. 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. ||| 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". ![](https://storage.crisp.chat/users/helpdesk/website/4cae8d8acec84400/bookkeepingintegrationFew readersBookkeeping 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. ||| 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". ![](https://storage.crisp.chat/users/helpdesk/website/4cae8d8acec84400/bookkeepingintegrationen_1ul6yxFew readersBookkeeping 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. ||| 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". MakeFew readersBookkeeping 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. ||| 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". MaFew readersBookkeeping 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. ||| 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". MaFew readersBookkeeping 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".Few readersWhat 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. | Note: Are you experiencing problems with the integration and it is not yet listed on the status page of the integration itself? Please contact our helpdesk by email or by sending us a chat message. AFAS: https://afasstatus.nl/ Exact Online / Globe: https://status.exact.com/ Minox: https://wFew readersBookkeeping 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. ||| 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".Few 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 DUO ||| Important: without these prerequisites it is not possible to connect Klippa with Datev Unternehmen Online (DUO). Please use the instructions below or consult your tax advisor to fix the below prerequisites.PopularDatev 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 ||| Note: this action is only possible for a user with the finance role. Make sure you are logged in to the Klippa Web App as a user with thFew readersDatev 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 readersDatev 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 ||| Note: this action is only possible for a user with the finance role. Make sure you are logged in to the [Klippa Web App](hFew readersBefore you start connecting Datev DUO integration
Prerequisites ||| Important: without these prerequisites it is not possible to connect Klippa with Datev Unternehmen Online (DUO). Please use the instructions below or consult your tax advisor to fix the below 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 readersDatev 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
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 readersHow 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 readersHow 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 readersHow to connect with the Klippa card?
||| Note: only the administrator (user with an admin role in Klippa) of the Klippa account can make the connection with Pliant. || If you would like more information about the Klippa cards for all business expenses, please contact your account manager. 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.  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. ||| Note: Please be aware that only the admin user has the necessary permissions to do this. Within the company settings under the field connections  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