Yoplanning accounting integration with Pennylane

Overview

Yoplanning is connected to the Pennylane 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.

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Main integration features

1. Automatic invoice creation

• 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 take advantage of Pennylane's native features:

  • complete accounting management

  • compliant electronic invoicing

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2. Real-time synchronization of cash register movements

• Each transaction entered in Yoplanning is sent instantly to Pennylane.

• These entries feed into a cash journal in Pennylane.

• The process is fully automated and requires no manual intervention.

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3. Matching invoices and payments

• The system automatically matches invoices and payments received from Yoplanning.

• This feature is particularly useful in the case of deposits:

  • The cash receipts are reconciled with the invoices issued in Pennylane. The account is then changed from account 419 to account 411 at the time of the reconciliation.

• For the accountant, this simplifies tracking and reduces discrepancies between invoices and payments.

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4. Facilitating bank reconciliation

• Through his Pennylane access, the accountant can map the bank with the cash journal entries.

• The dates in the cash journal correspond to the bank transactions, which makes reconciliation smooth.

• Note: This bank reconciliation feature is reserved for Pennylane accounting profiles. Standard users do not have access to it.

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5. Monitoring of advance payments (account 419)

• The cash journal is updated with each new invoice from 419 to 411.

• The balance of account 419 Deferred Revenue can be consulted at any time.

• The accountant thus has a clear view of all receipts recorded as advance payments.

• 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.

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Implementation during the fiscal year

If integration with Pennylane is enabled during the fiscal year:

• The data transmitted by Yoplanning is retroactive over the entire duration of the current financial year.

• This allows the historical data to be resumed without any accounting break.

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Additional resources

For detailed technical information on how to activate the integration, please see the dedicated article: How to integrate Pennylane?