This article provides information on Finago (formerly 24SevenOffice) invoice integration.
How to set up integration
To activate Finago integration, go to the System settings and select Marketplace.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace. All non-Admin users can access and explore Marketplace under the blue Home icon.
Click the blue activation button with the price to begin using the Finago integration.
Then follow the instructions that appear on your screen. Copy the Application ID shown after activation. Paste it into the Finago integration setup page and complete the setup there. Finago will give you an Organization ID — copy it and paste it back into RecMan. Finally, choose which departments should have access with this key to Finago:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
You will be able to manage your keys in the Credentials tab.
Unlike several other of our invoice export options, you do not need to enter additional information for the products in the product overview in RecMan to connect this to Finago. The only thing included from RecMan is the product number, which will be matched automatically inside Finago. If the product is not in Finago, the export will automatically create it in Finago with the product number and name from RecMan.
Note
Important: If you are or have an accountant. The clientID is not supported in this integration. The account entered below will, therefore, be linked to the standard client set up in the Finago account. So if you have several clients in the account, it is a good idea to create a separate account for this integration.
Export files to Finago
From the Invoice overview, you can now export the files to Finago by selecting the relevant invoices and clicking on Finago. This is a fully automatic export. When you press the button, the system starts exporting the invoices, and you can see in your Finago account that everything goes over automatically.
In the receipt screen (example above), you can see the status of the invoice transfer. In this example, you can see that you get an error message because:
- Some of the invoices already exist in Finago.
- Some invoices are still in transfer status (work wheel).
- One of the invoices gets the login error message, i.e., the invoice belongs to a department where you have not entered a username and password.
- Most invoices have a green checkmark indicating that the transfer is complete.
This is what it looks like inside Finago:
Screenshot from Finago
As you can see, the 7 invoices approved from the file transfer are listed in this overview.