Pennylane Integration
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Last updated
Last updated
Vakario 2023
Pennylane is a software that allows you to manage your accounting. Yoplanning integrates with Pennylane to allow you to manage your accounting journals and customer invoices.
Have a Pennylane account
Generate an API key (see Pennylane documentation)
NOTE: the API key must at least have access to the "sales management" and "accounting entries" scopes
Have the Yoplanning module "INVOICING_PENNYLANE" (contact support)
Have a correct configuration on the accounting accounts in the Team and in the products/resources
NOTE: Pennylane uses 3 digit accounting accounts so only the first 3 digits will be sent to Pennylane
Once these prerequisites are completed you can connect Yoplanning to Pennylane below.
The content of the Pennylane API key must be copied into the Team configuration on Yoplanning. The field is located in the "accounting" section, just before the "resale" section.
Yoplanning will be writing in Pennylane at several events:
When locking a Yoplanning invoice, a customer invoice is created in Pennylane
When unlocking a Yoplanning invoice, a credit is created in Pennylane (and therefore the invoice is cancelled)
When writing to the Yoplanning cash journal (payments), the cash journal in Pennylane is synchronized
When paying Yoplanning fees, the various operations log in Pennylane is synchronized
The reconciliation of entries can be done manually by accountants or automated via specific filters (which are currently being developed by Pennylane).
