Plannit's integration with the Avantage system enables you to batch transfer all your sales and payments made in Plannit as General Ledger entries, eliminating the need to manipulate information and saving time.
It is therefore very important to determine in advance to which GL account each item in the product catalog created in Plannit should be linked, as well as the bank account for payments, the accounts receivable and the tax payable accounts (GST payable and QST payable). You can also create new accounts in your charter for each of them if you prefer not to use the existing ones.
See the attached guide for help:
Once the integration is complete, it's important to manage everything to do with sales & payments in Plannit. i.e. quotes, invoices and payments must be done in Plannit by the person in charge of administration.
Note
To avoid duplication, avoid performing the same actions on both systems.Note: Avoid making the same actions on both systems to prevent duplications
At the end of each accounting period (or every week, depending on your preference), the administration person (or accountant) simply extracts the information from Plannit (a GL entry will be created) and you can import it into Avantage to enable you to reconcile and prepare your financial statements.
See the attached guide to help you extract information from Plannit and import it into Avantage :
Example of an export to Avantage
Here's an example of a generated entry:
