Hello, the concern on this operations are related to local regulations (Spain in my case) and the most difficult part is to identify what will happen with the accounting entries/seats when integrated with accounting solutions like Sage.
Assuming that the procedure is ok at Mews side, any changes should include detailed documentation regarding the impact on accounting entries and would be good to have a table relating the Mews foreign terms versus local regulations. Since Mews is not “localized” to local requisites, it can lead to lots of configurations errors.
For example: As far as I know, in Spain we cannot eliminate nor modify a generated Invoice, but we can rectify it (replace it) by generating a new Invoice that reference the previous one that must be rectified. To avoid confusion and problems with the accountants, some times the approach is to generate an Invoice to “cancel” the original initial Invoice and then prepare a new Bill with the desired items and generate a new Invoice. This is not the best way to do it, but when integrated with external accounting software we must make sure that the accounting entry is correctly adjusted.
If the original invoice was generate with owner A accounting code 1234 and then the Invoice to rectify (or the credit note) is generated with a different owner B (a company) with accounting code 8888, the accounting entries will need to automatically reflect that the previous entry is no longer valid (in case it was already synced) it will need an entry to cancel the previous one associated with owner A and then register the entry associated with owner B, all in the same operation. It cannot simply replace the original accounting entry.
Anyways, the accounting integration and Invoicing is something that we are struggling with but besides the fact that I would like to test and see some improvements, we are not comfortable in to touch anything on this manner, unless it is very well documented, specially because it envolves a 3rd party integration company (Omniboost).
You can contact me in case you need more info on this and I could partially test the feature in our Demo environment.
Best regards
That is great news, thank you! I have sent you a DM asking if you could contact me by email to arrange the Beta.
Hello, the concern on this operations are related to local regulations (Spain in my case) and the most difficult part is to identify what will happen with the accounting entries/seats when integrated with accounting solutions like Sage.
Assuming that the procedure is ok at Mews side, any changes should include detailed documentation regarding the impact on accounting entries and would be good to have a table relating the Mews foreign terms versus local regulations. Since Mews is not “localized” to local requisites, it can lead to lots of configurations errors.
For example: As far as I know, in Spain we cannot eliminate nor modify a generated Invoice, but we can rectify it (replace it) by generating a new Invoice that reference the previous one that must be rectified. To avoid confusion and problems with the accountants, some times the approach is to generate an Invoice to “cancel” the original initial Invoice and then prepare a new Bill with the desired items and generate a new Invoice. This is not the best way to do it, but when integrated with external accounting software we must make sure that the accounting entry is correctly adjusted.
If the original invoice was generate with owner A accounting code 1234 and then the Invoice to rectify (or the credit note) is generated with a different owner B (a company) with accounting code 8888, the accounting entries will need to automatically reflect that the previous entry is no longer valid (in case it was already synced) it will need an entry to cancel the previous one associated with owner A and then register the entry associated with owner B, all in the same operation. It cannot simply replace the original accounting entry.
Anyways, the accounting integration and Invoicing is something that we are struggling with but besides the fact that I would like to test and see some improvements, we are not comfortable in to touch anything on this manner, unless it is very well documented, specially because it envolves a 3rd party integration company (Omniboost).
You can contact me in case you need more info on this and I could partially test the feature in our Demo environment.
Best regards
Hi
Thanks for your detailed response. We worked closely with Omniboost to ensure that the credit note feature worked with the Accounting integrations so this should be fine. I will send you a DM because it would be good to arrange for you to test this in our demo environment.
Laura
Hello, the concern on this operations are related to local regulations (Spain in my case) and the most difficult part is to identify what will happen with the accounting entries/seats when integrated with accounting solutions like Sage.
Assuming that the procedure is ok at Mews side, any changes should include detailed documentation regarding the impact on accounting entries and would be good to have a table relating the Mews foreign terms versus local regulations. Since Mews is not “localized” to local requisites, it can lead to lots of configurations errors.
For example: As far as I know, in Spain we cannot eliminate nor modify a generated Invoice, but we can rectify it (replace it) by generating a new Invoice that reference the previous one that must be rectified. To avoid confusion and problems with the accountants, some times the approach is to generate an Invoice to “cancel” the original initial Invoice and then prepare a new Bill with the desired items and generate a new Invoice. This is not the best way to do it, but when integrated with external accounting software we must make sure that the accounting entry is correctly adjusted.
If the original invoice was generate with owner A accounting code 1234 and then the Invoice to rectify (or the credit note) is generated with a different owner B (a company) with accounting code 8888, the accounting entries will need to automatically reflect that the previous entry is no longer valid (in case it was already synced) it will need an entry to cancel the previous one associated with owner A and then register the entry associated with owner B, all in the same operation. It cannot simply replace the original accounting entry.
Anyways, the accounting integration and Invoicing is something that we are struggling with but besides the fact that I would like to test and see some improvements, we are not comfortable in to touch anything on this manner, unless it is very well documented, specially because it envolves a 3rd party integration company (Omniboost).
You can contact me in case you need more info on this and I could partially test the feature in our Demo environment.
Best regards
Hi
Thanks for your detailed response. We worked closely with Omniboost to ensure that the credit note feature worked with the Accounting integrations so this should be fine. I will send you a DM because it would be good to arrange for you to test this in our demo environment.
Laura
@Elter it looks like I do not have the option to send you a DM through the community. please could you email me on [email protected] and we can arrange to progress this to Demo if you wish. Thanks in advance.
