Octopus is an accounting package for accountants. IAMD has a full integration with it so they can work together seamlessly.
β
This is a paid link. For more information, contact IAMD.
Why integrate Octopus with IAMD?
Automatically add customer relationships and outbound invoices, formatted within IAMD, into Octopus and save time
Automatically update the payment status of your invoices in IAMD from within Octopus
Avoid errors from manual data entry
What possibilities are there with this integration?
Rebooking sales invoices to Octopus
Feed payment status of sales invoices back to IAMD
Connect VAT codes
Update customer data with each export
Roadmap:
import/synchronize ledger accounts
forward projects as cost centers to Octopus
How to activate the integration
You can read all about that in this help desk article: how do I set up the integration with Octopus?
β
Synchronization with Octopus
Go to the overview of your sales invoices
Select 'Action > Show accounting synchronization
'
You will come to a new screen that indicates how many purchase and/or sales invoices have been found that have not yet been exported.
Then press 'Synchronize'
β