Connect Dinero
You sign in to Dinero and let Docentra read your bookkeeping. Docentra then reads your booked supplier invoices with their documents, and can see what has been paid.
Who does it: You, in a couple of minutes.
Before you start
- Dinero Pro or Total. Only on those plans can other systems read the bookkeeping.
- Any of the company's users in Dinero can connect. Dinero is in Danish, so its screens are named in Danish here.
Steps
Choose Dinero in Docentra
In Docentra, open Settings › Accounting system and choose Connect next to Dinero.
Sign in to Dinero
Sign in to Visma Connect with your email address, as you usually do in Dinero.
Allow Docentra to read
Dinero shows which user you are signed in as, and that Docentra asks to read your bookkeeping. Accept the request. If you are signed in as the wrong user, sign out of Dinero and sign in as the right one.
Pick the company
If you can open several companies in Dinero, Docentra asks which one to read. Only companies on Pro or Total are listed.
Docentra starts reading
You're back in Docentra. From now on, Docentra reads the supplier invoices you book, and syncs automatically every six hours. Invoices booked before you connected are read only if you ask Docentra, for example to check the last year too.
What the access allows
Docentra asks Dinero for read access only. With it, nothing can be created, changed or deleted in Dinero.
The approval lasts a year. When it runs out, Settings in Docentra says that Dinero no longer gives Docentra access. Then choose Connect again.
Removing access
In Docentra: open Settings › Accounting system and choose Disconnect. The booked entries are removed from Docentra, but invoices Docentra has already read stay.
In Dinero: choose Konto › Brugerprofil › Gå til Visma Connect. Under Tilknyttede applikationer, in Tredjepartsapps, choose Tilbagekald next to Docentra.
If something goes wrong
- “None of the companies you can open with this sign-in can be connected”
- Either the company isn't on Dinero Pro or Total, or you signed in with a Visma Connect user that has no company in Dinero. Upgrade the plan, or sign in as the right user.
- “Connecting was cancelled”
- You cancelled, or closed the page before you were done. Choose Connect again.
- “Another accounting system is connected”
- Docentra reads only one accounting system per company. Disconnect the other system first, then connect this one.
- “Dinero no longer gives Docentra access”
- The access was removed in Dinero, or the person who connected it can't sign in any more. Choose Connect again.