NB: To use Corpay One's integration for Dinero to post your invoices automatically in the journal in Dinero, you need a Pro subscription with Dinero (this applies whether you manage one or several companies in Dinero). Read more about the prices for this on Dinero's website.
What does Corpay One's integration for Dinero do?
Corpay One's integration for Dinero automatically synchronizes key data for your documents to the document overview in Dinero. The integration is developed on an ongoing basis to support synchronization of more data as Dinero's API is developed and makes this possible, but at the moment the following data is synchronized:
Invoices are created as credit purchases (without payment details, however) in the document overview.
Receipts are created as either credit purchases or cash purchases in the document overview (you choose this yourself in the integration setup).
Credit notes are created as credit notes in the document overview.
Entries in Dinero are updated when you change the data on the corresponding documents in Corpay One (the amount or the category, for example).
You can opt out of synchronizing invoices and receipts to Dinero by selecting the action Deselect synchronization of... in your company's Workflow, if you want to.
Please note!
The Dinero integration does not currently synchronize departments and projects.
Credit notes are not applied automatically in Dinero. That means you have to apply a credit note manually in Dinero yourself once you have applied it to an invoice in Corpay One and marked it as "processed".
Dinero only supports the use of categories from operating accounts. If accounts from the balance sheet are used, this will cause an integration error.
Dinero does not support entries in foreign currency. Entries will therefore always be in DKK. Dinero recommends that currency purchases are posted with the actual amount in DKK that was withdrawn from the bank account.
Setting up Corpay One's integration for Dinero
1. Select Settings > Integrations in the side menu to open the overview of available integrations. You will then see the list of Corpay One's integrations. Click the Dinero integration to continue:
2. You are now on a page where you can create a new integration for Dinero. If you have already created an integration, you can edit or delete it here.
Under the Setup requirements tab you can see which requirements have to be met before the integration is created. The requirements are as follows:
To use Corpay One's integration for Dinero, you need a Dinero Pro subscription with Dinero.
To synchronize data for receipts between Corpay One and Dinero, you have to create a list of payment methods for receipts in Corpay One yourself. Learn how to create this list here.
Click Connect to create an integration for Dinero:
3. A new window now opens, where you first have to give Dinero access to your data in Corpay One. You do that by clicking Allow:
4. On the next page you can click Edit (if you have already integrated Corpay One and Dinero) and Connect to set up a new integration. Click Connect to continue:
5. You have now reached the configuration of the integration itself. First enter your company's API key and company ID from Dinero. Then click the Next button:
6. In the drop-down menu, you now have to select a default category for documents where no category has been selected in Corpay One. You also have to decide whether you want to import your entire chart of accounts from Dinero (by clicking the toggle) or not.
Note: If you choose to import the chart of accounts after you have set up the integration previously, all existing account coding in Corpay One will be deleted. We therefore recommend that you only turn this setting on the first time you set up the integration, and not if you make changes to the configuration of the integration at a later time!
Click Next to continue:
You can read more about importing the chart of accounts here.
7. In the drop-down menu, you now have to select a contra account for each of your payment methods in Corpay One. If you have several payment methods in Corpay One, you will have to select a contra account for each of them in each individual drop-down menu.
Then click Next to continue:
8. Next, in the drop-down menu, you have to select a default payment method/contra account for your invoices from Corpay One.
Click Next to continue:
9. You now have to select which entry type you want to use for receipts. In other words, which entry type is to be created in Dinero for receipts that are added to Corpay One.
Make a selection in the drop-down menu and click Next to continue:
10. In this step, use the drop-down menu to select a list of payment methods to be used for the receipts you add to Corpay One:
Important! You have to create the list of payment methods for receipts yourself for it to appear in this step of the integration setup. This is a requirement for using the Dinero integration. You can read more about how to create this list here.
11. Click Finish to complete the integration setup. The integration is now set up and will automatically synchronize data between Corpay One and Dinero on an ongoing basis.
Important information about changing accounting system in Corpay One
Corpay One does not support changing accounting system on your own, as this will cause a number of data errors in the integration.
If you change accounting system, you have to contact Corpay One Support by email at Support@corpayone.com or via chat.