Introduction
Cardboard allows you to configure how payments and matched receipts are exported to your accounting system, such as the applicable VAT rate and if VAT reverse charge applies, the associated department number (kostnadsställe) and project number to associate with each service, and so on.
Navigation
Navigate to “Accounting” > “Settings” in order to configure Cardboard for accounting.
Configuration
Global options
The following options are available on a global level:
Accounting system — The accounting system which you intend to export your Cardboard payments to. Certain accounting systems are treated differently during export. Feel free to contact support if you can't find your accounting system among the available options.
Department number — The department (kostnadsställe) 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, “1935 - Cardboard SEK account” will be used.
Expense account — The default ledger account used for payments to services which do not have a specific expense account specified. If none is set, “5420 - Software” 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, payments without matched receipts will be treated as normal.
⚠️ 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.
Project number — The numeric identifier of the project in your accounting system.
Department number — The numeric identifier of the department (kostnadsställe) in your accounting system. 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.
VAT rate — The VAT rate applicable to payments made to the given service.
Reverse charge — The VAT mechanism which applies to the purchase. If selected, VAT reverse charge applies and the buyer is responsible for paying VAT separately. With other words, VAT is not included in the purchase amount. If not selected, the purchase amount includes VAT.