When setting up the integration with AFAS Profit, please take the following into account:
After connecting, you must set the control accounts for accounts receivable and accounts payable once if they differ from the default accounts 1300 and 1600.
Go to Manage / Organisation / Accounting system connections, click ‘Edit’ for the relevant connection and open the tab ‘Accounting system connector’.Only files with the following extensions are sent to AFAS:
.pdf, .xls, .xlsx, .doc, .docx, .dxf, .mpp, .ods, .odt, .msg, .ppt, .pptx, .vsd, .vsdx, .xps, .jpg, .jpeg, .png, .gif, .bmpPayment conditions of the type ‘Credit months after invoice date with postponement’ and ‘Payment instalments’ are not supported. All other payment condition types are supported.*
The VAT duty setting of purchase and sales relations is not retrieved from AFAS. During the first transaction in Zenvoices, the correct VAT code must be selected once.
An App Connector must be created in AFAS. Read more about it in this related article.
For each AFAS environment, a separate accounting software integration must be created in Zenvoices. One AFAS environment may contain multiple administrations.
AFAS uses different terminology than Zenvoices for the fields ‘invoice number’ and ‘transaction number’. See this related article for more information.
It is not possible to delete an IBAN from the relation master data; it can only be modified.
Via the administration settings, fixed values can be defined for data like:
Sales dossier item type
Purchase dossier item type
Dossier item subject value
Transaction description
File name
Link dossier items to projects
Financial period table
Apply payment discount from AFAS when exporting a transaction (see this related article)
For more information, consult the frequently asked questions per accounting software package.
Overview of supported functionalities
Multiple administrations via one accounting software integration: Yes
Upload booking document: Yes, maximum 1 per transaction
Maximum booking document size: 10 MB
Archive link in booking: No
G-account support: Yes
Accrual/deferral posting (transitory entries): Yes
Project support: Yes
Cost centre / cost unit support: Yes (via specifications)
Currency support: Yes
Payment reference: Yes
Pro rata VAT recovery: No
Enter date in booking line: No
Financial year / period support: No
Authorisation: Block for payment: Yes
Authorisation: Update audit report during authorisation: No
Payments: Payment term support: Yes, due date determined based on payment terms*
Purchase to Pay: No
Matching commitments: Yes