Accounting integration of Yoplanning with Pennylane
Overview
Yoplanning is connected to Pennylane's accounting software via a secure integration using OAuth 2.0 and Pennylane's v2 APIs. This integration enables complete automation of invoicing and cash flow between the two systems.
Main features of the integration
1. Automatic creation of invoices
When an order is validated in Yoplanning as a final invoice, it is automatically transmitted and created in Pennylane.
The invoices are then stored and available in Pennylane.
This allows you to directly benefit from Pennylane's native features:
complete accounting management
compliant electronic invoicing
2. Real-time synchronization of cash movements
Each transaction entered in Yoplanning is sent instantly to Pennylane.
These entries feed a cash journal in Pennylane.
The process is fully automated and requires no manual intervention.
3. Lettering between invoices and payments
The system automatically reconciles invoices and receipts transmitted from Yoplanning.
This feature is particularly useful in cases of deposits:
The receipts are matched with the invoices issued in Pennylane. The account is then changed from an account that was in 419 to 411 at the time of matching.
For the accountant, this simplifies monitoring and reduces gaps between invoices and payments.
4. Facilitation of bank reconciliation
Via his Pennylane access, the accountant can map the bank with the cash journal records.
The cash journal dates match the bank transactions, making reconciliation seamless.
Note: This bank reconciliation feature is reserved for Pennylane accounting profiles. Standard users do not have access to it.
5. Monitoring of deposits (account 419)
The cash journal is updated each time an invoice is created from 419 to 411.
The balance of account 419 Deferred Income can be viewed at any time.
The accountant thus has a clear view of all receipts recorded as advances.
Note: It is important to specify that to obtain this amount, you must consult this account at the end of the financial year to obtain a consistent amount.
Implementation during the financial year
If integration with Pennylane is activated during the exercise:
The data transmitted by Yoplanning is retroactive for the entire duration of the current financial year.
This allows the history to be resumed without any accounting break.
Additional resources
For detailed technical details on how to activate the integration, see the dedicated article: How to integrate Pennylane?
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