Difference between revisions of "Synchronization with the accountancy package"

From 1Archive help
Jump to: navigation, search
(Created page with "When clicking the link= "Synchronize company" button, the selected company will be synchronized with the accountancy package.<br/> <br/>{{note|Note t...")
 
 
(11 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
When clicking the [[image:BlockReload.png|link=]] "Synchronize company" button, the selected company will be synchronized with the accountancy package.<br/>
 
When clicking the [[image:BlockReload.png|link=]] "Synchronize company" button, the selected company will be synchronized with the accountancy package.<br/>
−
<br/>{{note|Note that this can take a few minutes.}}<br/>
+
<br/>{{note|Note that this can take a few minutes, based on the number of people who pressed this button. When pressing the button, the selected company will be synchronized the next time the synchronization job runs.}}<br/>
  
−
==Synchronizing with Venice==
+
==Synchronizing with Venice (VIS users)==
−
There are two possible reasons why your suppliers can't be synchronized with Venice:
+
When synchronizing with Venice, you need to take following remarks into account:
−
# The screen of suppliers is opened in Venice
+
* Make sure all screens are closed in Venice
−
# You added a new supplier in Venice, but it isn't correctly saved
+
* Make sure you correctly save everything in Venice
−
<br/>
+
 
−
'''You added a new supplier in Venice, but it isn't correctly saved'''<br/>
+
===Example===
−
<br/>
+
You added a new supplier in Venice. Following two scenario's could occur:<br/>
−
The following two scenario's could occur when adding a supplier in Venice:<br/>
 
 
<br/>
 
<br/>
 
Scenario 1:<br/>
 
Scenario 1:<br/>
Line 24: Line 23:
 
* Add supplier and close the screen
 
* Add supplier and close the screen
 
* The supplier is added at the bottom of the list (with a blue font)
 
* The supplier is added at the bottom of the list (with a blue font)
−
<br/>{{note|The ''"Date modified"'' field of the ''"Suppl.btr"'' file (this is a Venice file) is NOT updated. When using the [[image:BlockReload.png|link=]] "Synchronize company" button in 1Archive, the supplier will NOT be synchronized.}}<br/>
 
 
* Close the list of suppliers
 
* Close the list of suppliers
−
<br/>{{note|The ''"Date modified"'' field of the ''"Suppl.btr"'' file is updated, so when using the [[image:BlockReload.png|link=]] "Syncrhonize company" button in 1Archive, the supplier will be synchronized.}}<br/>
+
 
 +
<br/>{{info|When the ''"Date modified"'' field of the ''"Suppl.btr"'' file (this is a Venice file) is not updated, the supplier will not be synchronized with VIS.}}
 +
 
 +
==Synchronizing with Multivers (MIS users)==
 +
When synchronizing with Multivers, no currencies and exchange rates are imported.<br/>
 +
As a consequence there will be no foreign currency available on suppliers when they are imported into MIS.<br/>
 +
<br/>
 +
Only the cost places will be synchronized, no other dimensions.
 +
 
 +
==Synchronizing with Exact Online (EIS users)==
 +
For following items, the synchronization speed with Exact Online was increased:
 +
* Suppliers
 +
* Customers
 +
* Periods
 +
 
 +
This means that when you create or edit one of the above items in Exact Online, this is synchronized with EIS within 3 minutes.
 +
 
 +
<br/>{{info|Clicking the [[image:BlockReload.png|link=]] "Synchronize company" button will have absolutely no effect for these items.}}
 +
<br/>{{warning|For periods, this only works for opening and closing periods! When creating new ones, you still need to use the [[image:BlockReload.png|link=]] "Synchronize company" button.}}
 +
 
 +
==Synchronizing with NetSuite (NIS users)==
 +
When synchronizing with NetSuite, following items are not synchronized:
 +
* Payment terms
 +
* Journals
 +
 
 +
If one of these items need to be updated, please contact our helpdesk.
 +
 
 +
==Synchronisation priorities==
 +
Every company has a certain synchronisation priority. The lower the priority, the less frequent the data gets synchronised. The different priorities are listed here:
 +
* Priority: the company will be synchronised immediately
 +
* High: the company will be synchronised every 15 minutes
 +
* Medium: the company will be synchronised every hour
 +
* Low: the company will be synchronised every day
 +
* Idle: the company will be synchronised every 2 weeks

Latest revision as of 15:18, 5 March 2019

When clicking the BlockReload.png "Synchronize company" button, the selected company will be synchronized with the accountancy package.


Note.png Note that this can take a few minutes, based on the number of people who pressed this button. When pressing the button, the selected company will be synchronized the next time the synchronization job runs.

1 Synchronizing with Venice (VIS users)

When synchronizing with Venice, you need to take following remarks into account:

  • Make sure all screens are closed in Venice
  • Make sure you correctly save everything in Venice

1.1 Example

You added a new supplier in Venice. Following two scenario's could occur:

Scenario 1:

  • Open list of suppliers
  • Click "New" without scrolling through the list
  • Add a new supplier and close the screen
  • The supplier is sorted in the list (with a black font)
  • When clicking BlockReload.png "Synchronize company"


Scenario 2:

  • Open list of suppliers
  • Scroll in the list
  • Click "New"
  • Add supplier and close the screen
  • The supplier is added at the bottom of the list (with a blue font)
  • Close the list of suppliers

Info.png When the "Date modified" field of the "Suppl.btr" file (this is a Venice file) is not updated, the supplier will not be synchronized with VIS.

2 Synchronizing with Multivers (MIS users)

When synchronizing with Multivers, no currencies and exchange rates are imported.
As a consequence there will be no foreign currency available on suppliers when they are imported into MIS.

Only the cost places will be synchronized, no other dimensions.

3 Synchronizing with Exact Online (EIS users)

For following items, the synchronization speed with Exact Online was increased:

  • Suppliers
  • Customers
  • Periods

This means that when you create or edit one of the above items in Exact Online, this is synchronized with EIS within 3 minutes.


Info.png Clicking the BlockReload.png "Synchronize company" button will have absolutely no effect for these items.

Warning.png For periods, this only works for opening and closing periods! When creating new ones, you still need to use the BlockReload.png "Synchronize company" button.

4 Synchronizing with NetSuite (NIS users)

When synchronizing with NetSuite, following items are not synchronized:

  • Payment terms
  • Journals

If one of these items need to be updated, please contact our helpdesk.

5 Synchronisation priorities

Every company has a certain synchronisation priority. The lower the priority, the less frequent the data gets synchronised. The different priorities are listed here:

  • Priority: the company will be synchronised immediately
  • High: the company will be synchronised every 15 minutes
  • Medium: the company will be synchronised every hour
  • Low: the company will be synchronised every day
  • Idle: the company will be synchronised every 2 weeks
Retrieved from "https://help.onea.be/index.php?title=Synchronization_with_the_accountancy_package&oldid=2621"