When an invoice is processed from Simplicate to an accounting package, various data fields are transmitted. Simplicate has developed integrations with three accounting systems: Exact, Twinfield, and Yuki. Other accounting packages are supported and maintained by Combidesk. This article outlines the data fields transmitted when an invoice is processed to Exact, Twinfield, or Yuki.
If a specific data field is not listed, it is not synchronized with the accounting package.
For questions regarding other integrations, Combidesk support can be reached via this link.
Integrations:
Exact
When an invoice is processed to Exact, the following data fields are transmitted:
Debtor name
Email:
If a custom email address is entered under the ‘Invoicing’ tab, it is transmitted to Exact.
If not, the email address of the contact person under ‘Contact person at this company’ is transmitted to Exact.
If neither is provided, no email address is sent to the accounting system.
Invoice number (Document number)
Invoice date
Booking date/period (ReportingYear and ReportingMonth)
VAT number
Chamber of Commerce number
Address
IBAN
Phone number
Website
Twinfield
When an invoice is processed to Twinfield, the following data fields are transmitted:
Debtor name
Email:
If a custom email address is entered under the ‘Invoicing’ tab, it is transmitted to Twinfield.
If not, the email address of the contact person under ‘Contact person at this company’ is transmitted to Twinfield.
If neither is provided, no email address is sent to the accounting system.
Invoice number (Document number)
Invoice date
Booking date/period (ReportingYear and ReportingMonth)
VAT number (only if invoice lines are of type ICP/ICL)
Address
IBAN
Phone number
Document imaging references if configured in Simplicate
If the payment condition is ‘Direct debit’:
Debtor number is entered as the mandate reference
‘Signature date’ is set to the current date
If the payment condition is not ‘Direct debit’:
Debtor number is not entered as the mandate reference
‘Signature date’ is not updated
Yuki
When an invoice is processed to Yuki, the following data fields are transmitted:
Debtor name
Email:
If a custom email address is entered under the ‘Invoicing’ tab, it is transmitted to Yuki.
If not, the email address of the contact person under ‘Contact person at this company’ is transmitted to Yuki.
If neither is provided, no email address is sent to the accounting system.
Invoice number (Document number)
Invoice date
VAT number
Chamber of Commerce number
Address
IBAN bank account number
Phone number
Website
Other Accounting Packages
Other accounting integrations are developed and maintained by Combidesk. For questions, Combidesk support can be reached via this link.