Visma Eaccounting / Epasseli / Eekonomi features

Overview of IEX’s integration capabilities for Visma Eaccounting / Epasseli / Eekonomi

The integration to Visma Eaccounting, Epasseli and Eekonomi enables automated and structured interaction between webshop, subscription systems or POS solutions and the financial system. This article serves as documentation for what we can do with an integration to the system and which features can be enabled depending on requirements and setup.

Please note that the availability of features depends on which system category is integrated in the system.

The integration makes it possible to:

Invoice management

Create invoice: With the integration, received orders can be created directly as invoices in the financial system. This ensures automated and consistent handling from order to invoice.
Handle credit notes: With the integration, credit notes from received orders or subscription renewals can be created and processed automatically in the financial system. This ensures correct handling of posted revenue and VAT.
Sync by order status: With the integration, invoice handling can be differentiated based on the order status in the webshop. This makes it possible to control when and how orders are synchronized and processed.
Send invoice email: With the integration, it is possible to automatically send an invoice email based on the invoice that is created. Sending the invoice email requires that the invoice is automatically booked. The invoice is attached and sent directly to the customer for efficient and consistent delivery.
Automatic booking of invoices: With the integration, it is possible to automatically book invoices when they are created. This ensures an efficient process and reduces the need for manual handling.
Update orders/credit notes: With the integration, orders and credit notes can be updated as long as the invoice or credit note has not yet been posted. This provides flexibility for changes before final posting.

Customers and setup

Create customers: With the integration, customers from received orders or subscription renewals can be created automatically in the financial system. Customers can either be created individually or grouped under a single customer.
Handle B2B handling: With the integration, customers can automatically be treated as either B2B or B2C depending on whether a CVR number is identified on the received order or subscription renewal. This ensures correct VAT handling and customer classification.
Handle EAN handling (OIOUBL): With the integration, customers can be handled as EAN customers in accordance with the OIOUBL standard when an EAN number is identified on the received order. This ensures correct invoicing to public and EAN-based recipients.
Payment setup: With the integration, it is possible to define payment terms based on the payment method identified on the received order or subscription renewal. This ensures that the invoice is created with the correct payment setup.

VAT and international sales

OSS (One Stop Shop): Enables businesses to report and pay VAT for B2C sales to private customers in other EU countries through a single consolidated VAT return. Through the integration, OSS can be supported by correctly applying VAT rates based on the customer’s delivery country and ensuring accurate reporting data, allowing transactions to be reconciled and included in the company’s OSS filing.
Currency: With the integration, orders and subscription renewals in multiple currencies are supported. The currency from the received order is transferred to the invoice or accounting, ensuring correct processing in the financial system.
Abroad sales: With the integration, sales to customers abroad can be handled. This ensures correct handling of VAT and sales data based on the customer’s country.

Line and amount handling

Handle shipping handling: With the integration, shipping can be handled as a separate line when creating invoices or journal lines. Shipping can be posted to a specific account (via the shipping product) and processed independently from other item lines.
Handle discount handling: With the integration, discounts from the received order or subscription renewal can be handled correctly on the invoice or in the accounting. Discounts can be processed either as a percentage discount on an item or as a separate free-text discount line, where the integration automatically assigns an item number. This ensures correct handling of both amounts and VAT.
Handle fee handling: With the integration, fees from the received order or subscription renewal can be handled as separate lines on the invoice or in the accounting. Fees can be assigned a specific item number and posted to a designated account.
Handle handling of rounding differences: With the integration, rounding differences identified during total validation can be handled automatically based on predefined settings. In case of differences, the invoice can be created as a draft, the error can be ignored within a defined tolerance, or a correction line can be added to balance the difference within a specified tolerance. The differences typically arise due to recalculation of values in the receiving system.

Products

Create products: With the integration, products from the webshop or subscription system can be created automatically in the financial system. The item number is used to check whether the product already exists. It can be controlled at field level which fields are allowed to be created and updated.