Help · Integrations

Accounting

Price
60 UAH/mo
For
services, food service, shops
Required modules
Finances

What it does

Every income and expense in Finances for the year as one CSV, to load into BAS, Dilovod or M.E.Doc without retyping.

Where “Accounting” works: how it looks in anyCRMWhere “Accounting” works: how it looks in anyCRM
Where “Accounting” works: how it looks in anyCRM

What you need

  • Accounting software that imports CSV or Excel.

Where to get the keys

  1. In anyCRM, on the module page, press Export CSV.

Connecting in anyCRM

  1. Open Modules in anyCRM, find “Accounting” and press Enable.
  2. Go to the module’s page in the side panel and press Connect.
  3. The account appears in the list with a green tick. An error, if any, shows in red under its name.
The “Accounting” connection dialogThe “Accounting” connection dialog
The “Accounting” connection dialog
The “Accounting” module page in anyCRMThe “Accounting” module page in anyCRM
The “Accounting” module page in anyCRM

After connecting

  • In BAS, load the file with the tabular data import.
  • In Dilovod and M.E.Doc, with their Excel/CSV import.

Good to know

  • Columns: date, type, amount, currency, account, source, order, visit, purpose. Separator: semicolon.
  • The group 3 sole-trader declaration for M.E.Doc (XML) comes from the Taxes module: the Declaration XML button.

Can’t get it connected? Write to us and we’ll help.

Try anyCRM free