# 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](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/integration-pennylane/workflow-comptable-integration-yoplanning-x-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

<figure><img src="https://135606994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVYxrSuzqxRGJ4Su72FZS%2Fuploads%2Fgit-blob-9f92a041871893fe85d7f8f87edac3f6b31ba195%2Fimage.png?alt=media" alt="" width="372"><figcaption><p>Cliquer sur le bouton de synchronisation</p></figcaption></figure>

<figure><img src="https://135606994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVYxrSuzqxRGJ4Su72FZS%2Fuploads%2Fgit-blob-37db08d74f2b4aebfd3011ebc2b8cda44f207183%2Fimage%20(1).png?alt=media" alt="" width="481"><figcaption><p>Choisir la bonne entreprise puis cliquer sur Autoriser</p></figcaption></figure>

### 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.