For customers using Agiblocks with an integration to an external financial system, there is an option to allow you to create incoming invoices within Agiblocks and have them sent to your external financial system (instead of just receiving them from your external financial system).
Financial Integration Configuration
The Incoming invoice checkbox on the Financial Integration screen has been replaced with a drop down list containing 3 options:
| • | None – Invoices are not accepted or sent through an integration with an external financial system. |
| • | Accept Incoming Invoice – Invoices are accepted through the financial system integration, can be allocated in Agiblocks and sent back to the financial system once completed. |
| • | Send Incoming Invoice – An incoming invoice can created, allocated and then is sent to an external financial system. |
When the Send Incoming Invoice option is selected, Agiblocks will allow incoming invoices to be created within Agiblocks. (See the section Create New Incoming Invoice for how to create an incoming invoice.) The incoming invoice can be allocated and when marked as completed, is then sent to the external financial system. A record of this incoming invoice will be saved in the incoming invoice allocation log and the “booked” option on the invoice will be ticked once the incoming invoice has been successfully sent to the external financial system.
Additional information
| • | There is no change to functionality for invoices only received through a financial integration (The option Accept Incoming Invoice). |
| • | Customers who have an existing financial integration will retain their previous incoming invoice option (None or Accept Incoming Invoice). |
| • | Only one option may be selected. The ability to both send and accept incoming invoices from an external financial system is not available. |
| • | If the Send Incoming Invoice option is selected, incoming invoices in Agiblocks may now be configured to have a different number format from Outgoing invoices. Contact Agiboo consulting for more information and assistance in configuring this new option. |