Activation with Onea

To activate Onea, go to the Apps menu then click on Activate below the accounting app.

Set Onea to ON then click on Next.

 

 

Pricing

The sharing of documents with the accountant is completely free for the entrepreneur.

Click the Next button to go to the Terms of Service screen.

 

Terms of service

In order to use the app, you must accept the terms and conditions.

At the bottom of the page, you can accept the terms of use. This step is necessary in order to activate the service. 

 

Click on Next to go to the Settings screen.

 

Settings

Your company

Name and VAT number are filled in automatically.

 

Information accountant office

Please fill in the details of your practice.

 

• Name
• Contact person
• Contact person's email address
• Street and number
• Postal code and city
• Telephone number
• VAT number (format: BE0123456789)

 

Accounting software

 

Onea configuration

 

To find the API key requested above, you must connect to the Onea platform corresponding to your accounting software:

• Exact Online: https://eis.onea.be
• Unit4 Venice: https://vis.onea.be
• Octopus : https://ois.onea.be

1. In the upper right corner, select the folder for which you want to get the API key
   
   
2. Click on the wrench icon, you will be redirected to the company settings
   
   
3. The API key will be displayed as one of the company fields and it can be copied.

 

 

Onea users

Get more information by hovering your mouse over the question mark.

 

 

If the customer's file does not yet exist in Onea, or if you want to add a user to an existing account, please define the users.

• For each user, indicate the type 'Accountant' or 'Validator'
• Enter name and e-mail address
• Use the 'Add user' button if you want to create several users.

 

Types of workflows (https://help.onea.be/index.php/Approval_manual)

You have the possibility to activate certain options in Onea:

Get more information by hovering your mouse over the question mark.

• • Pre-validation header only (Onea Accountancy)
  • Send to TAP
  • Manual flow
  • Autoflow
  • Post-control (after approval to AP)
  • Attach your table of authorization
    • This table is used when working with an automatic flow
    • See documentation: https://help.onea.be/index.php/Approval_manual#Create_TOA_rules

 

Accountant authorization

• Can the accountant book documents without approval?

 

Click on Next to go to Validation.

 

Validation

The last screen confirms the partner you are about to activate.

 

Existing Onea user

After clicking on End, the accounting app is activated instantly. A green confirmation appears. From now on, your invoices will be shared between the entrepreneur and the accountant.

If you return to the Apps menu, you will notice that the status of the application has changed to Active.

 

New Onea user

After clicking on End, a registration request is sent to Onea, who will contact the entrepreneur or the accountant.

The app will be activated later and the status will be changed to Active. It is when the status changes to Active that the documents will be transferred to the accountant. This article explains how the accounting app works in Billtobox. 

You can always suspend the service later via the settings of the accounting app.