Optimising finance integrations

Optimising finance integrations

We work on improving performance and speed in the system all the time. 

This entails a lot of small changes, and now the financial integrations are next in line. Here we have changed the way you link customers from the customer card.

What does it mean to me?

We have removed the checkmark and replaced it by the lightning. You already know the lightning from e.g. projects and invoices, and we now also use it on the customer card.

Here you can manually link your customers or remove the link. If you have more integrations, they will be shown in the list, and you can decide which integration the customer should be linked to.

Once you have linked the customer with your financial system, the name will be shown here:

When you link your customers like this, please note that from this interface there is only sent a request to link the customer, and you need to open the window again to check if it worked. If not, you need to take a look in the integration log, which shows you error messages and help you to proceed.

We do, however, recommend that you always link your customers through the system administration to make sure that your invoices are added to the right customer in your financial system.

When will I get the change?

We are working on rolling it out to everyone throughout the coming four weeks. This has no effect on the integration itself, it will be business as usual.

If you have any questions, our support team is ready to help you.