Pennylane Integration

What is Pennylane?

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.

Prerequisites

• 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.

Facility

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.

Functioning

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

Reconciliation and Lettering

The reconciliation of entries can be done manually by accountants or automated via specific filters (which are currently being developed by Pennylane).