Description
Connect Cardboard with Tripletex in order to export payments and receipts directly to your accounting system. Payments are transferred to Tripletex together with collected receipts as non-posted vouchers with all ledger items pre-filled for approval.
Cardboard can be configured with correct codes from your general ledger, such as supplier numbers, projects, departments, expense accounts, and VAT codes. That way you can automate your accounting of all payments made through Cardboard.
Connect Cardboard to Tripletex
Enable the integration module in Tripletex
Start by activating "Integrations" (Integrasjoner) in Tripletex. You can read Tripletex's documentation for how to do this here, but shortly summarized:
Press the "User" icon in the top right menu and select "My subscription" (Mitt abonnement).
Select the "Integrations" (Integrasjoner) module.
Read through the terms and conditions and then press the "Activate" (Aktiver) button.
Create Tripletex API key
Create an API-key in Tripletex to be entered into Cardboard. You car read Tripletex's documentation for how to do this here, but shortly summarized:
Press the "User"-icon in the top right menu and select "My profile" (Min profil).
Navigate to the "API access" (API-tilgang) tab.
Press "New token" (Ny nøkkel).
Select "Cardboard" from the "Application" (applikasjon) drop-down list.
Save and copy the generated API-key.
❗ Do not select "The accountant's office's employee token" (Regnskapskontorets brukernøkkel) when generating the API-key as keys are preferably connected to one singular company.
Enter API-key into Cardboard
In Cardboard, navigate to "Accounting" > "Export" and select a month. Press the button labeled "Connect to Tripletex" in the "Export alternatives" card.
Proceed by entering your newly created API-key into the form and press the "Connect to Tripletex" button.
Configure Cardboard for accounting
Before pushing payments and receipts from Cardboard to Tripletex, you should tell Cardboard how you would like to do your accounting. This includes aspects such as setting supplier numbers for each of your services, the ledger account for your Cardboard assets account, and so on. You can read more about it here.
Push payments and receipts to Tripletex
Navigate to "Accounting" > "Export" and select the month you would like to do accounting for. Scroll down to the "Ready" section and either...
Press the "Push to Tripletex" button on the top right in order to push all payments that are ready for export.
Press the smaller upward-facing arrow on each single line in order to push a single payment/receipt pair to Tripletex.
💡 Payments that are not ready for export will not be exported until they are ready. Reasons for not being ready are...
The payment is missing a receipt.
The supplier number has not been specified for the subscription.
The payment is still reserved and has not been captured by the service provider.
Find payments in Tripletex
Navigate to "Voucher" (Bilag) > "Non-posted vouchers" (Ikke bokførte bilag). Here you will find all the payments as ledger items with the collected receipts attached as vouchers. These can be proofread before being posted to the general ledger.
All payments can be posted directly to the ledger by selecting the checkbox in the top-left corner of the list and then pressing "Send to ledger" (Send til hovedbok) in the top-right corner.
