Introduction
Cardboard allows you to configure how payments and matched receipts are exported to your accounting system, such as which VAT codes to use and which department number to associate with each service.
Navigation
Navigate to “Accounting” > “Settings” in order to configure Cardboard for accounting.
Configuration
Global options
The following options are available on a global level:
Department number — The department to assign to payments by default when the service does not have an associated department. If none is set, the payment will not be assigned to a department.
Card asset account — The ledger account number to use for credit lines. If none is set, “1920 - Bank deposit” will be used.
VAT code — The VAT code to assign to payments by default when the service does not have an assigned VAT code. Left blank if not specified.
Expense account — The default ledger account used for payments to services which do not have a specific expense account specified. If none is set, “6553 - Software annual maintenance” will be used.
Merge receipts — If selected, all receipts will be concatenated into a single merged voucher in your monthly accounting exports. This might simplify the process of uploading the receipts to your accounting system. If not selected, the receipts will be exported as individual PDFs in a ZIP-archive.
Missing receipt account — The ledger account to use for debit lines when the payment is missing its receipt. If none is set, “7799 - Other expenses, not deductible” is used.
⚠️ Remember to press the “Save” button on the bottom right part of the page after having applied new changes!
Subscription options
Cardboard allows you to specify how do do the accounting on a per-subscription basis. The following choices are available:
Supplier number — The numeric identifier of the supplier in your accounting system.
Department number — The numeric identifier of the department in your accounting system. Defaults to the globally configured default if not set.
VAT code — The VAT code to assign to payments made to the service. Defaults to the globally configured default if not set.
Expense account — The ledger account to use for payments made to the service. Defaults to the globally configured default if not set.
💡 It is recommended to fill in “Supplier number” for all services with recurring payments, since certain accounting systems might create duplicate suppliers on import otherwise.