Set up your accounts and tax codes
In the Zevoy Hub under Settings, head over to the Accounting tab:
Add your accounts and make sure they match your accounts in Merit Aktiva. Read more here on how to add ledger accounts.
Add your ingoing and outgoing VAT accounts.
Make sure that your tax codes are correctly added. Remember to set the tax code type: reverse or standard. In Merit Aktiva, the ingoing account no. is usually 1240, and outgoing account is no. 1210.
Standard VAT: VAT that is included in the price of your purchase, and refunded later.
Reverse VAT: In some cases (for example when purchasing marketing services outside of your own country but within the EU), the purchase amount doesn't include the VAT. Instead it's paid and refunded separately in your own country.
Set up your categories and tags
Adding your accounting information to Zevoy will allow you to create categories that link your expenses to your ledger accounts and tax codes. Once you've added your accounts and tax codes, create categories from which cardholders can choose from when making purchases. Be sure that all expenses have a category assigned to them before exporting your expenses.
After that, create your tags and make sure that they match the ones in Merit Aktiva.
After setting up, you can activate the integration
Start by logging in to Merit Aktiva.
On your company's page, go to settings and API settings.
Add "Zevoy" to the field "Purpose of the new API credentials".
Create and/or copy the API Keys to your clipboard.
Then in the Zevoy Hub, under Settings and head over to the export tab.
Under Merit Aktiva, choose activate, add your API ID and API key and click Connect to Merit Aktiva.
All done!
How to export your expenses directly to Merit Aktiva
In the Zevoy Hub head over to Export.
Choose the wanted timeframe for your expenses.
Set Merit Aktiva Integration as the template.
Click Export to Merit Aktiva.
You'll receive a success message when the expenses have been successfully exported!
If the integration hasn't yet been activated, or it has been deactivated, you'll be asked to add your Merit Aktiva API Keys and connect the systems before you can send an export.
The receipt PDF will be sent to Merit Aktiva along with the expenses.