This article provides an overview of the different features of the link and how it works correctly. If you are looking for how to set up this link you can add this help desk article.

The link with Octopus will write the invoices as entries to the selected administration. The information thus ends up under the entries in the correct journal.
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It is possible to synchronize the following:

When an invoice is synchronized, the correct customer/supplier is automatically looked up in Octopus. If it is not found, it will be created automatically.

The link can synchronize both sales invoices and purchase invoices. This can be set up separately.
You can either forward individual invoices to Octopus or forward in bulk all not yet exported invoices.
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If an invoice has already been exported to accounting, a green bar will appear at the top with this message.
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Please note, it is still possible after the export to Octopus to change an invoice in IAMD. These changes are not automatically transferred Octopus. To do so, you must first undo the export and then export again.
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​Synchronize an individual invoice
This is done by opening the invoice and choosing "Export to accounting" via the green Action button at the bottom.
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​Synchronize everything in bulk
This is done by going to the list of sales invoices and using the green Action button at the bottom. Choose "Show accounting synchronization".
Here you can start the bulk export and you will still be given the choice of forwarding everything, or respectively only Sales invoices or only Purchase invoices.

If the "Synchronize payments from Octopus to here" setting is on, our system will start looking at which payments have arrived in Octopus every 4h. This cannot be restarted manually.
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Octopus does not currently have the ability to check an individual invoice for payment status, so payments are only booked in bulk.
You can read more about exactly how that works in this help desk article.
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You can undo an export to Octopus by opening the invoice in question and choosing Action > Undo export to accounting.
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The entry that was created in Octopus is NOT automatically deleted, because Octopus does not allow this. So you must also in Octopus delete this entry first.
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An export cannot be undone in bulk. If necessary because something went wrong, contact us at [email protected].
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For each invoice, Octopus looks up the corresponding customer or supplier. If it is not found, it will be created.

You can learn more about how exactly we search the relations in Octopus, and with what data in this help desk article.

Discount for cash and credit limitation are written away by default using the payment condition in Octopus, where you can specify a percentage for discount for cash and credit limitation. So it is important that if you wish to use these payment discounts you also set the correct payment conditions in IAMD. You do that under Settings => Sales Invoice => Payment Conditions.
For each payment condition you can enter an accounting code. Here you should enter the code that comes from Octopus.
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However, it is also possible to add the amount of this payment account as a separate line on the entry and set it to its own general ledger account number. You do this by checking under Settings => Sales Invoice => Accounting that the discount for cash and/or the credit limitation must be booked away as a separate line. You are then given the option to enter a general ledger account number for each payment condition.

For each VAT code in IAMD, you can enter an accounting code. This is required to establish the link with Octopus. Suppose there is a VAT code where this is not filled in, IAMD will report this the first time you try to export an invoice where this VAT code is used.
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The accounting code you fill in there is the code you find in Octopus itself via the menu Manage > VAT codes. So you first look up the corresponding VAT percentage. What's in the 'Code' column there is what you need to enter at IAMD. Note that leading zeros are important. So it is "06" (without quotes) and not "6" that you have to enter in IAMD.
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You should make a split in IAMD between VAT on purchases and VAT on sales. This way you can also fill in the correct accounting code at once, so the accounting link will automatically look up in Octopus to which general ledger accounts the different amounts should be posted. It is perfectly possible to make a split between purchase of goods, purchase of services, ... as a result of which the amounts from IAMD will automatically end up on the correct general ledger accounts.