You can seamlessly export your claims to Procountor using our integration. The integration creates employee-addressed purchase invoices with complete payment and accounting details.
The exported purchase invoices will automatically be grouped by user.
To be able to send exports for your claims you need to fill some export prerequisites:
- On the Settings page, go to SEPA Payments and fill in the payment details for your company. The Bank party ID is usually your business ID without the dash. If you are unsure, you can verify this with your bank.
- In the Accounting tab, fill in your Debt to employees account as well as your Mileage and Per diem accounts.
- Next, add payment information for your users. This can be done on the Users page by opening each user's profile and navigating to the Payment details.
Activate the integration and set your export type
- In the Hub under Settings, head over to the Export tab and select Activate under Procountor. Click Connect to Procountor.
- Log in with your Procountor credentials and approve the connection.
- After logging in, you'll be redirected back to Zevoy.
- Under Export type, set the type of both expense- and travel claims to Integration to Procountor.
How to export your claims to Procountor
- In the Zevoy Hub, navigate to the Travel claims or Expense claims page.
- Under Submitted you'll find the claims that need reviewing. Edit the claims if needed by clicking Edit.
- Approve the claims by selecting several at a time, or by opening them one by one. Selecting items will reveal the action toolbar.
- You can now create an export queue for yourself. Select the items you wish to mark for export under Approved and click Move to export queue.
- Hovering over the bubbles in the Exports column will indicate if the claims are ready, or if additional information is needed. If the bubbles are grey with a checkmark, you’re good to go!
- Now you're ready to send your files! Under Export queue, select all claims, or those you wish to export, and a toolbar will appear.
- Click Export on the toolbar and choose either Bookkeeping & Payment or All. This will send the bookkeeping file and and generate purchase invoices addressed to the employees in Procountor.
With travel claims, the All option also sends the details to the Finnish incomes registry. - When the export succeeds, the bubbles will turn green and the expenses will be moved to the Exported section!
Where can I find my exported claims in Procountor?
Once the claims are successfully exported, you can find the claims material by searching for all invoices in the Search section. The invoices will be named after the user’s name and will have an immediate due date. The claim details can be found by opening the invoice.
By clicking Go to and Accounting, you can find all the accounting data, including descriptions, VATs and ledger accounts.
Which user rights should I have?
The integration inherits the user rights of the user that has activated it. Please make sure that your user in Procountor has the following user rights:
