PowerOffice Go
Poweroffice setup
Get API Key
To use Fenerum, you need a org. in Poweroffice, and create a Client Key access this is what you have to do:
- Go to Settings -- System -- Extensions:
- ***Add a " Custom" extension with Application
Key:***[ 1312e9fa-48a2-4750-824c-48a978817f12]{.mark}
Connect with Fenerum
To connect Poweroffice to Fenerum, you need to go to the "Integrations" tab under "Settings" and find "Poweroffice integration" There, you will find the button "Connect."
Clicking this button will allow you to fill out an API key.
You must log in to your Poweroffice org. And copy/paste the API key.
Fenerum Setup
Step 1
Choose a Plan.
Step 2
Choose a ERP system -- in this case Poweroffice.
Step 3
**3.1 Primary revenue account **--Select your primary P/L revenue account for all sales non-Norwegian customers.
Normally customers will choose [3200] Salgsintekkt, utenfor avgiftsområdet
Leave "Revenue account for EU" blank
3.2 Click add new revenue account -- select Norway and select the P/L revenue account for all sales to Norwegian customers.
Normally customers will choose [3000] Salgsintekkt, avgiftspliktig
3.3 Deferred revenue balance Account -- Fenerum needs an account to place all the Deferred revenue on the balance until it is recognized later.
Normally customers will choose [2900] Forskudd fra kunder
3.4 Revenue Account used for Deferred revenue with PowerOffice
If you don't have a deferred revenue account, please follow the steps below (most common). Otherwise, choose your existing account.
Create a new Revenue Account for deferred revenue in PowerOffice with the following settings:
Account number: 3910
Name: Periodiseret intekkt
VAT Rate: <empty>
3.5 Debtor settlement account
The account used to balance two invoices, eg one who is overpaid and one who is underpaid
Normally customers will choose [1500] Kundefordringer
3.6 Debtor loss account
Used to book lost revenue of debtors
Normally customers will choose [7830] Tap på fordringer
Step 4 - Revenue Groups
See step 3
Step 5 - Plans
Creating plan\
- Go to Plans\
- New plan\
- Add name, ID, VAT type and elaborating description\
- Click Save
Step 6
Creating plan terms\
- Add Plan terms\
- Select interval type (Daily, Monthly, Yearly)\
- Select interval count (Ex Monthly and 2 means that the customer is billed every second month)\
- Choose price\
- Select currency\
- Click Save
Step 7
Email templates is for the email we will send out, you have the option to use Fenerum's default template or customize your own email template for your customer.
If you want to customize your own template, you click "Add template".
[At the top of the "Create Template" page you will find a helpful message describing the variables you can use in your email subject and content, and below you will find a form for template creation]{.mark}.
Step 8
On the general settings you can customize
Logo which will be printed on the invoice PDF
Invoice email template - customization of the templates is described
Footers for the invoice. Fenerum supports different footers for
normal invoices and for the invoices paid with card where payment will be collected automatically. More on footers here.
Default collection method and default payment terms. This will just
affect what will be initial selected values on the forms but can be changed for each subscription.
Step 9
You can specify many footers for your invoices based on language, collection methods, and currencies that apply to the invoice.
You also have the option to get a default footer that Fenerum will create for you, just email support@fenerum.com.
[Select the language, collection methods, and currencies for which this footer should be applied. Fill out the content of your footer.]{.mark}
Here is an article that will give some proposals for simple footers.
Step 10
If your outgoing email is confirmed you are good to go, click NEXT and your account will be created in Fenerum.
Step 11
You are now ready to use Fenerum.
Currencies
Fenerum uses PowerOffice's feature for auto-adjusting currency exchange differences.
This means that any payment lines (referenced as voucher in PowerOffice) sent to PowerOffice will use the same currency exchange rate as the invoice it belongs to. The difference between the payment currency rate and the invoice currency rate can cause a currency loss (disagio) or currency premium (agio).
PowerOffice will automatically add this difference to the voucher created in PowerOffice to ensure the bank journal is in balance.
