Create New Client

Set up a new client profile for data processing.

Client Details

Basic information about the client, their ERP system, and integration method.

Client Name

ERP System

Integration Type

Choose how data will be integrated for this client.

API Configuration

Details for connecting to the client's API.

API Endpoint

The full URL for the client's ERP API.

API Authentication

Configuration for accessing the client's API.

Authentication Type

Operational Settings

Manage settings related to data processing and tracking.

Google Drive Folder ID (Optional)

ID of the Google Drive folder to monitor for this client.

Current Bundle Number

The current bundle number for this client. It will be incremented by the processing system.

VAT Standards

Define standard account details for different VAT treatments.

Service Fee Standard

Define standard account details and VAT treatment for service fees.

Account

Department

External Reference Number

Applicable VAT Type for Service Fees

Select which VAT standard (defined above) applies to service fees.

Sales Class Specific Account/Department Rules

Map specific Sales Class Codes to Accounts and/or Departments.

Data Mappings per File Type

Configure how source fields from different file types are transformed and mapped to the target ERP system.

FinanceFlow