TABLE OF CONTENTS
- weclapp Token
- weclapp Tenant
- Activate Interface
- Automatically synchronize
- Send me an email after automatic export
- Transfer receipt date
- Combine private receipts
- Check and Save
- Requirements
- Payment methods
weclapp is an online accounting software. If you use weclapp, you can configure the interface here and automatically transfer all bookings and receipts to weclapp.
weclapp Token
To connect to weclapp, you need your personal token from weclapp. This token authenticates you as a user in weclapp. You can find the token in the weclapp application under My Settings -> API Token. Copy the complete token and paste it into the weclapp Token field in Spesenfuchs.
weclapp Tenant
To connect to weclapp, in addition to your personal weclapp token you also need the weclapp tenant. You can find the tenant in the weclapp application under My weclapp -> Company Data -> Configure Personal Web Address. Copy the complete tenant and paste it into the weclapp Tenant field in Spesenfuchs.
Activate Interface
To use the interface, you must activate it. To do so, check the box Activate interface. This will display the export to weclapp in the export destinations (only relevant for manual export) and allow you to define further options.
Automatically synchronize
You can perform a manual export to weclapp by selecting weclapp under Export in the main menu. However, the automatic export is much more convenient. Once you have set up the interface, you will not need to do anything for the export in the future. Every completed trip will automatically be transferred to weclapp during the night. On the dashboard in the Export section, you can see whether the transfer was successful or whether you need to enter missing information manually.
Send me an email after automatic export
With this option you will receive an email when the automatic export has been performed and data has been transferred, or if an error has occurred. If there are no trips to transfer, you will not receive an email.
Transfer receipt date
Spesenfuchs transfers the start date of the trip for each receipt. If you want to pass the stored receipt date for each receipt to weclapp instead of the trip date, activate this option. If you have activated the option Combine private receipts, the trip date will be transferred.
Combine private receipts
If this option is activated, all privately paid receipts, allowances and trips will be transferred to weclapp as a single receipt. Receipts paid by the company and e-invoices will be transferred as individual receipts.
Check and Save
After you have activated the interface, save your settings. A check will be performed automatically.
- Can a connection to weclapp be established
- Is the chart of accounts in weclapp and Spesenfuchs identical
- Are all required accounts available
- Do all users in Spesenfuchs have a unique personnel number
Spesenfuchs tries to automate as much as possible. However, for some information you must decide and enter the correct details. Please follow the instructions of the verification assistant.
Requirements
A successful transfer of bookings and receipts from Spesenfuchs to weclapp is only possible if
- accounting has been set up in weclapp
- the chart of accounts SKR03 or SKR04 is configured in weclapp
- payment methods have been set up in weclapp
Payment methods
Payment methods created in Spesenfuchs must also exist in weclapp. Please check the following settings in weclapp:
- Open the Bank section. In the bank master data, a general ledger account must be stored. This must match the booking account of the payment method in Spesenfuchs.
- Open Payment Methods and select the appropriate payment method or create a new entry. Activate the option Generate transactions automatically in the clearing account. Select the name of the bank as the clearing account.