eFina integration

• Activating the integration
• Using sales invoices
• Using bills, expenses and travel expenses
  
  In the eFina integration, you can:
• send sales invoices, including cost centers and products on them. 
• retrieve bills.
• retrieve expenses and travel expenses.

Activating the integration

• Dimensions (optional)
  • Cost centers are linked to a project category (visible in settings only after the connection is activated), so when creating a project, the project will be linked to the desired cost center. However, the user can always manage cost centers also manually on the invoice row from Show accounting button. 
• Products (optional).
  • The use of products can automate the accounting of sales invoices. Once products have been synchronized between the programs and those products are used in the PSA invoice as accounting products, eFina can automatically select the right accounting account for the invoice row based on the identified product. 
    Add the needed eFina products here, after which they can be selected for job types in the time management settings ("Accounting Product" column) and for sales invoice rows under the invoice’s Show Accounting section.
• Default delivery method: The method chosen here will be automatically selected to all new sales invoices, but can be changed per invoice if needed. 
  
  
   

Using sales invoices

• Sales invoices are sent from the invoice list by selecting Print & Export > Send to eFina. The invoice data is transferred to eFina as a Finvoice file. 
  • When you select a batch of invoices to be sent, you should remain on the invoice list view while the system processes the sending. For example, if you send 100 invoices, the system will display the sending progress in the top-right corner, such as "3/100 sent", "6/100 sent", and so on. The status of successfully sent invoices will change to "Sent". If you leave the page before the process is completed, some invoices may need to be sent again.
• In the sales invoice View accounting view, you can, if needed, enter row-specific cost centers and products.
• Enter the official country code as the country of the account’s invoicing address, so that eFina recognizes the country correctly. 
• Payments are retrieved from eFina to PSA once a day. 
• Sales invoices can be sent only in euros (other currencies are not available). 

Using bills, expenses and travel expenses

• When retrieving bills, PSA checks that the project number on the bill exists in PSA. If the bill does not have a project number, it will not be retrieved via the integration. The bill is allocated to that project and its project manager (as long as they have the right to process bills). 
• When retrieving expenses and travel expenses, PSA checks that the project number on the expense exists in PSA and that the person’s first and last name on the expense exists as a user in PSA. Otherwise, the expense will not be retrieved. 
  • The retrieved rows will appear in PSA under the travel expense’s Other expenses section. 
• Bills, expenses and travel expenses can be received only in euros (other currencies are not available).