Integration with Kashoo

Overview: This guide completes the following steps:

  • Configure Kashoo
  • Exporting Data

Configure Kashoo

  1. Go to Add-Ons>Kashoo>Account Settings.
  2. Click 'Connect with Kashoo' button
  3. Login with your Kashoo credentials.
  4. Allow access to SimplePay. [this will redirect back to SimplePay].
  5. SimplePay - Kashoo connection will be established for 60 minutes. Re-authentication will be required again.
  6. Use chart of accounts imported from Kashoo in the drop down lists and map expenses and liabilities in SimplePay.

Exporting Data

  1. Select [in case of multiple periods], or All.
    1. Export by pay period end date OR
    2. Export by date range
  2. Set ‘Due Date’. This is the bill due date in Kashoo.
  3. Export Payroll and/or Taxes [separate records for CRA, RQ and WSIB) in following formats.
    1. Single Bill for a Pay Period
    2. Separate Bill for each employee in the pay period
    3. Bill, group by Expense Category for the pay period (Employees can be grouped in Expense Categories in Employee>Setup page)
    4. Bill, group by Department for the pay period (Employees can be grouped in Departments in Employee>Setup page)
  4. After selection click ‘Export to Kashoo'’ button.
  5. In Kashoo, click on Bills to Pay [left side bar]
  6. Click on bill to view transaction details.