Here are some troubleshooting tips 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. 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, it is either because the user does not have access to the companies or because the integration is not activated in all companies. Refer to the guide “Which integrations can be used in Boardeaser?” for instructions on setting 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. If the information is incorrect from the start, overlapping fiscal years can be created. For example, a manually created fiscal year can conflict with the year that is imported via the integration.
Fiscal years can be found under Financials > Data Management > Fiscal Year.
Check that the dates do not overlap. It can be challenging to see sometimes.
If it is wrong, correct it by pressing the three dots (...) after each row and selecting either "Edit" or “Delete”. Then, re-import the accounts, 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 it with the ERP system so that the latest accounts are loaded.
It is worth noting that during integration, it is only possible to import accounts for one financial year at a time. Therefore, 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 several error messages that may occur when integrating with accounting systems.
Depending on which integration is applied and the licenses available in the accounting system, up to four categories can be imported simultaneously through the integration, which may result in 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 a section contains an error, it will say "Error" in red after the section it applies to. For further information about each section, please refer to the details provided below.
Import "Accounting"
"ERP_FAILED"
- The integration isn't working, even though it appears to be active in the system. It needs to be deactivated and then reactivated. 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 be set up in the system before importing the accounting. Check the years under Financials > Data Management > Fiscal Year, add them, and try again.
If it concerns Visma eAccounting, try again right after. It usually works the second time. If the error occurs along with error message 4011, permission to export accounting data 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 appears, the settings in Fortnox are incorrect. 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"
An invoicing license in Fortnox is required to export customer and supply invoices from the system. For more information, please 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 grant your user account access or change the person responsible for importing 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 invoices from and 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 itself and in each company's customer and supplier register.
Import "Verification attachment"
If an error message appears in this category, it is usually related to a lack of permission to export accounting files. See error messages under Import "Accounting" above.