Adding an administration
Go to Management / Organisation / Administrations. Click ‘Add administrations’ (green button). After clicking, you can select and add the desired administration.
AFAS SB
Are you using AFAS SB? Please refer to this relevant article:
e-Boekhouden.nl
Are you using e-Boekhouden.nl? Please refer to this relevant article:
Exact Online
Are you using Exact Online? Please refer to this relevant article:
SnelStart
Are you using SnelStart? Please refer to this relevant article:
KING ERP
Are you using KING ERP? Please refer to this relevant article:
Visma eAccounting
Are you using Visma eAccounting? Please refer to this relevant article:
Copying company settings when creating a new company
When creating a new company, you can use an existing company as a template. This allows settings to be copied automatically, so new companies can be set up faster and more consistently.
The following settings can be copied:
General company settings;
Accounting software connection settings;
Journal settings.
By selecting an existing company as a template, the configuration is automatically applied to the new company(ies).
This functionality is also available via the Public API, so that creating companies with copied settings can be automated.
Please note:
Journal settings are copied over from the company you use as a template.
Master data, such as VAT preference, is not copied over. You set this separately for each company, as it can differ per company.
This only concerns the Company settings (Manage / Organisation / Companies) and therefore does not apply to booking templates or automation.
Removing an administration
Go to Management / Organisation / Administrations. Select the relevant administration(s) and choose ‘Delete’ under ‘Bulk action’.
Please note:
The digital archive will also be deleted. Make sure to create a back-up of the archive first, if required.
Ensure there are no remaining dependencies, such as bookings that still need to be processed or authorised within the accounts payable workflow.
Update user access rights before deleting an administration. This prevents error messages for users who still had access to that administration.
Has an administration been deleted accidentally (or too early)? It can be restored up to 30 days after deleting. Please refer to this article for more information.
Changing an administration integration
Please refer to the relevant article.
Adding an administration without an accounting software integration
Go to Manage / Organisation / Accounting system connections, select Others (universal) and configure the connection. Having trouble with this? Please contact our Support team via support@zenvoices.com or call +31 85 303 8853.