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Connect Any other system

For an accounting system Docentra can't connect to: export your supplier entries and upload the file. Upload a newer file whenever you like.

Who does it: You, in about five minutes.

Steps

  1. Export your supplier entries

    From your accounting system, export a SAF-T file, or export the supplier entries as Excel (.xlsx) or CSV with the date, the supplier, the amount and the entry type or invoice number. A ZIP file holding one such file works too.

  2. Upload the file in Docentra

    In Docentra, open Settings › Accounting system and choose Upload a file under Another system.

  3. Upload a newer file now and then

    A newer file updates the same entries. Upload a new file each month, or whenever Docentra should see the latest entries.

What the access allows

Docentra gets only the file you upload. It has no access to your accounting system.

Removing access

In Docentra: open Settings › Accounting system and choose Remove. The file's entries are removed from Docentra.

If something goes wrong

“Docentra couldn't find booked supplier invoices in this file”
Export the supplier entries as SAF-T, or as Excel (.xlsx) or CSV with the date, the supplier, the amount and the entry type or invoice number. Old .xls files and reports grouped by supplier can't be read.
“An accounting system is connected”
Then Docentra uses the entries from the connected system. Disconnect it if you want to use a file instead.