Onslip's integration with Spiris will make it possible to automatically send your Z Reports to your Spiris account.
First make sure you have Spiris and the Spiris Integration extension!
Install the integration
A necessary step for the Spiris connection to work is that you have accounting data in Backoffice. If you need to enter accounting data, see this article.
In Spiris you will also need Spiris Integration. You can check that you have it in Spiris in Apps and extensions in the menu to the left, then My extensions.
To access the Spiris configuration you need to log in to BackOffice.
Click Configuration -> Integrations.
Choose the tab Spiris. Now click Activate Spiris.
A new page will open where you will need to log in with your Spiris details.
Make sure the company you will connect to is correct before you click Tillåt.
If the company is not correct, abort the connection with the button Tillåt inte. Now log in to Spiris and change companies by clicking your name in the top right, open the company list and click the correct company.
Make sure the correct company is now chosen, you can see the company name under your name in the top right. Re-do the connection in Backoffice and click Tillåt in the dialogue.
After this, the page will show you that the connection works!
You may get messages on the integration page under the header Invoicing that product groups could not be mapped to Spiris sales VAT/ledger settings. If you are only going to use the Spiris integration for accounting you do not need to adjust this, but if you will be invoicing continue reading on.
Prepare for invoicing
If you want to make invoices in the cash register to Spiris you will first need to prepare Spiris for this. You may get error messages under Integrations in Backoffice that certain product groups could not be mapped to any Spiris sales VAT/ledger settings.
The requirement is that you have a sales category that matches:
- The product group type (goods, services)
- The VAT rate
- The sales account
The name of the sales category and product group do not have to match.
Log in to Spiris. Start by clicking Settings in the menu to the left and pick Sales VAT and ledger settings.
A sales category for every kind of product group and VAT rate must exist, for instance Goods 12%, Services 25%, etc. You can consult any error messages under Integrations in Backoffice to see which you are missing.
Create a new sales category
Click New sales category.
Fill in a new Name, like Goods 12%.
Choose the correct VAT, like 12%.
Choose the correct type, like Goods.
Under Ledger accounts for sales transactions, choose the correct sales account in the box VAT liable sales. Note that this account must match the product group's sales account in Onslip Backoffice. If an account is missing in Spiris you can create it under Settings -> Chart of accounts.
Lastly click Save. You are done!
Note that sales of vouchers without a predetermined VAT rate the VAT needs to be 0%, Type should be Goods and the sales account needs to be entered into the box under Ledger account not included on the VAT report.