Plannit's integration with your Avantage system facilitates sales and payment management by centralizing these processes and automating the transfer of accounting information. This saves time and avoids manual data entry.
How integration works
Integration enables you to batch transfer all sales and payments made in Plannit directly into Avantage in the form of accounting entries. You can thus :
Centralize invoice creation and payment management in Plannit.
Reduce data manipulation by using a single system.
Easily export accounting data to Avantage at the end of each accounting period for reconciliation and financial statement preparation.
Here are some guides to help you:
Transaction centralization in Plannit
Once integration has been configured, all sales and payment transactions, including quotations and invoices, must be carried out in Plannit. This ensures that all information is correctly connected, and avoids duplication or errors associated with management in two separate systems.
Why centralize?
Avoid duplication:
Transactions in Plannit are automatically transferred to Avantage's general ledger (GL) accounts, saving you redundant data entry.
Accurate tracking:
You can view all customer and transaction details directly in Plannit.
Process for transferring transactions to Avantage
At the end of each accounting period (or at the frequency of your choice), you can :
Extract data from Plannit, which will be grouped together in the form of accounting entries.
Import these entries into Avantage to perform your accounting reconciliation and prepare your financial statements.
💡Il est recommandé de réaliser ce processus à intervalles réguliers (hebdomadaires ou mensuels) pour garantir la précision des comptes.
Additional integration guides
To help you configure and manage integration, here are a few practical guides: