Pennylane Integration

What is Pennylane?

Pennylane is accounting software. Yoplanning integrates with Pennylane to allow you to manage your accounting journals and customer invoices.

For accountants: Article on the practical operation between Yoplanning and Pennylane

Prerequisites

• Having a Pennylane account (https://www.pennylane.com/)

• You need the Yoplanning module "INVOICING_PENNYLANE" (contact support)

• Having the correct configuration of accounting accounts in the Team and in the products/resources

  • NOTE: Pennylane uses 3-digit accounting codes, so only the first 3 digits will be sent to Pennylane.

Once these prerequisites are completed, you can connect Yoplanning to Pennylane below.

Facility

• Go to the Team settings on Yoplanning.

• Scroll down to the "Accounting" section, just before the "Resale" section. (If Pennylane is not visible, you must contact support to obtain the correct module; see prerequisites above.)

• Click the sync button, Pennylane will open in a new tab

• Choose the correct company to synchronize and then authorize

Cliquer sur le bouton de synchronisation

Choisir la bonne entreprise puis cliquer sur Autoriser

Functioning

Yoplanning will write in Pennylane during several events:

• When a Yoplanning invoice is locked, a customer invoice is created in Pennylane.

• When a Yoplanning invoice is unlocked, a credit note is created in Pennylane (and therefore the invoice is cancelled).

• When entries are made in the Yoplanning cash journal (payments), the cash journal in Pennylane is synchronized.

• When Yoplanning fees are paid, the miscellaneous transactions journal in Pennylane is synchronized.

• The cash journal entries are reconciled with the corresponding invoice (either when the invoice is locked, or when payments are created on an already locked invoice).

Uninstall

• Go to Team settings

• Scroll down to the Pennylane display and then click the unsync button.