Integration with Kashoo
This guide completes the following steps:
Go to Add-Ons>Kashoo>Account Settings.
Click 'Connect with Kashoo' button
Login with your Kashoo credentials.
Allow access to SimplePay. [this will redirect back to SimplePay].
SimplePay - Kashoo connection will be established for 60 minutes. Re-authentication will be required again.
Use chart of accounts imported from Kashoo in the drop down lists and map expenses and liabilities in SimplePay.
Select [in case of multiple periods], or All.
Export by pay period end date OR
Export by date range
Set ‘Due Date’. This is the bill due date in Kashoo.
Export Payroll and/or Taxes [separate records for CRA, RQ and WSIB) in following formats.
Single Bill for a Pay Period
Separate Bill for each employee in the pay period
Bill, group by Expense Category for the pay period (Employees can be grouped in Expense Categories in Employee>Setup page)
Bill, group by Department for the pay period (Employees can be grouped in Departments in Employee>Setup page)
After selection click ‘Export to Kashoo'’ button.
In Kashoo, click on Bills to Pay [left side bar]
Click on bill to view transaction details.