UniEconomy (Integration setup)

Activating UniEconomy in RecMan

In order for the integration to work, a connection between RecMan and UniEconomy needs to be established.

Open RecMan in your browser and navigate to System Settings → Economy → Invoice export.

On the right side of the screen, there is a list of integrations. Find UniEconomy and click it to add a checkmark in the box on the same line.

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After UniEconomy is activated as an invoice export, select the department you want to connect with UniEconomy and press Sign up with UniEconomy.

Invoice

Upon pressing the button, you will be asked to log in to UniEconomy (using your UniEconomy username and password).

Note

The user activating the integration must have roles "Administrator" and "Full tilgang salg."

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When you have logged in, you will be presented with information about the integration.

Press RecMan and Continue to connect RecMan with UniEconomy. You will then be returned to RecMan, and you should see the connection enabled like this:

Invoice

If you have a green checkmark for Status, the connection between RecMan and UniEconomy was successfully established, and you may proceed to the next section for more information about invoice transfers.

For more information, see this article UniEconomy (Invoicing integration).

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