eFina is an accounting program where you can securely and quickly transfer sales invoices from Heeros PSA.
In addition to sales invoice data, the following can also be transferred:
- Cost units
- Products
Permissions: Admin
Activation of eFina integration
Settings > Integrations > eFina
Request from your eFina contact:
- Login credentials
- Password
- Cost units, if applicable (not mandatory)
Business sectors (categories) will appear only after the connection is established - i.e., login credentials and password are provided.
Cost units are linked to business sectors, allowing project creation to be associated with the desired cost unit. However, users can always manually manage cost units on the invoice line.
- Product, if applicable (not mandatory)
The connection is now active.
Always make a test transmission with one invoice on the first transmission. If necessary, you can contact Heeros PSA application support or your eFina contact.
General Usage
After activating eFina, an option has been added for creating sales invoices, allowing management of both cost units and products for each sales invoice line.