Here are some tips for troubleshooting help when integrating with accounting systems.
If the tips do not help, or if the error in question is not described, please contact support via the Support form above and describe the matter in as much detail as possible, and also feel free to send a screen clip of the box that appears.
The accounting does not come in, without any error message coming up
It is only possible to import accounting records via integration for the accounting year in which you select the date. Therefore, you must make two imports, on different dates, if you work with the accounts in different accounting years.
The accounting is not available in all group companies
Check that all group companies are included when you press the “Import from ERP system” button in the group. If not all companies are included, it is either because the user does not have access to the companies or because the integration is not activated in all companies. See the guide Which integrations can be used in Boardeaser? for how to set up each integration.
Figures in the report tables are incorrect
Start by checking that the correct financial year is set up in the organization. When integrating with accounting systems, fiscal years are created based on the import, and if the information is not correct from the start, overlapping fiscal years can be created, ie manually created fiscal year can clash with the year that comes via the integration.
Fiscal years can be found under Financials-> Data management-> Fiscal year.
Check that the dates do not overlap. It is not always easy to see sometimes.
If it is wrong, correct it by pressing the three dots (...) after each row and select either "Edit" or “Delete”. Import the accounts again, and the figures will usually be correct.
If the financial years are correct, but the figures are still incorrect, check the latest date of import of the accounts and compare with the ERP system, so that the latest accounts are loaded.
Worth noticing: during integration, it is only possible to import accounts for one financial year at a time, so if there are two financial years to update, two imports must be made.
Repeat the import for each date and check that the files above are updated.
Error message when importing accounting
There are a number of different error messages when integrating with accounting systems.
Depending on which integration applies, as well as which licenses you have in the accounting system, up to 4 categories can be imported simultaneously through the integration, which can give different error messages.
Regarding the 4 categories (resources); read more here about which integrations handle which categories in the guide, Which integrations can be used in Boardeaser?.
When importing from the accounting system, the view in the image below will be collapsed. To see any error messages, you need to press the black arrow to the left of "Organization", which drops the image below.
If there is an error in any section, it will say "Error" in red, after the section it applies to. Further information about each section can be found below.
Import "Accounting"
"ERP_FAILED"
- The integration isn't working, even if it looks like it's active in the system, and it needs to be deactivated and then activated again. See this guide for further information about your integration, Which integrations can be used in Boardeaser?.
End date: "null"
The import of accounting has not worked.
- The integration with Quickbooks requires that the fiscal year is set up in the system before importing the accounting. Check the years under Financials-> Datamanagement->Fiscal year, add and try again.
- If it concerns Visma eAccounting, try again right after. It usually works the second time. It the error occurs together with the error message 4011, permission to export accounting from the system is missing, see further information under Import "Customer and supplier invoices".
Fortnox: Permission to export SIE is missing
- If this error message is shown, it means that the settings in Fortnox are wrong, see How do I activate the Fortnox integration? for further information about permissions.
Fortnox: "Access denied to export SIE"
- The user doesn't have permission to export files, se How do I activate the Fortnox integration?, on how to fix that.
Import "Customer and supplier invoices"
Fortnox: "Error when getting ERP data"
- Invoicing license in Fortnox is required to be able to export customer and supplies invoices from the system. For further information, see How do I activate the Fortnox integration?.
Visma eAccouting: Error 4011
- The user doesn't have access to the organisation. Ask an administrator to give your user account access or change the person who imports the data. For further information about the Visma integration, see How do I activate Visma eAccounting integration?.
Import "Counterpart"
This category can only be used if the integration allows counterparts, see Which integrations can be used in Boardeaser?.. The system matches the invoices from/to group companies via organisation number.
Counterparts aren't updated
- The organisation number must be registered to all group companies in their accounting systems, both on the company it self, but also in the customer and supplier register for each company.
Import "Verification attachment"
If there is an error message in this category, it is usually connected to a lack of permission to export accounting files. See error messages under Import "Accounting" above.