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 readersHow can I 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
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 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. (https://storage.crisp.chat/users/helpdesk/website/4cae8d8acec84400/bookkeepingintegrationen1ul6yxFew 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.Few 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. MaFew 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. MakeFew 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. 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.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. 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 DUOFew 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 Make sure you are logged in to the Klippa Web App (hFew readersBefore 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 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 readersDatev 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 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 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.PopularHow 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?
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 readersHow 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