Connecting Bezala and Procountor
Before connecting Bezala and Procountor, please make sure that the API has been enabled in Procountor. To do this, please follow the path Management > Company info > Usage settings > Integration settings > Allow the usage of invoiceable API clients.
Connect your Bezala environment to Procountor as follows:
Go to integration settings via the following path: Company Settings -> Basic Settings -> Reimbursement & Accounting-tab.
Click the icon "Grant access to Procountor" and log in to Procountor on the page that opens.
Make sure you update Procountor integration authentication at least with 180-day (about 6 months) intervalls.
Cost centers
Cost centers can be fetched from Procountor to Bezala. To enable this, please contact [email protected].
After our support has allowed the cost center fetching the cost centers can be fetched manually from the "Fetch data" button on the "Cost centers" page in Bezala's web version.
After that the cost centers will be fetched automatically once a day (morning).
VAT-status
Users with Accountant role can set the Procountor VAT status of the receipt in the VAT code field of the receipt form.
If you want the VAT code field visible in Bezala, you can request it from our customer support at [email protected].
Bezala transactions can be sent to Procountor as pre-approved
Now Bezala customers can send purchase invoices and transaction from Bezala to Procountor as approved. Previously you had to approve these in Procountor as well.
If you have an active Procountor integration in Bezala you can enable it yourself like this:
With at least a manager role user in Bezala's webversion:
Click main menu icon in upper left-hand corner ==> Company settings
Basic-settings tab ==> Reimbursement & Accounting-tab
Click the check box "Automatically approve transactions" in the Voucher settings-esction (see screen shot).
Lastly click "Save" in lower right-hand corner.
