Accounting
Pennylane
General Information
Website: pennylane.com Software type: Solution as a Software (Saas) Geography: 🇫🇷 France
Introduction
Pennylane centralizes in real time all the financial flows of companies and facilitates the collaboration between managers and their accountant. Deliver the Pennylane integration your customers want in no time.
Configure Pennylane
Prerequisite(s)
- Have an OAuth2 application on a Pennylane account (a sandbox is provided by default when requesting Pennylane for an OAuth2 application but not mandatory to activate the API route)
- Activate the Pennylane integration on the Chift platform.
Process
- Request Pennylane for a sandbox account with an OAuth2 application by completing this partner form here
- Question: “are you a?” / Response: Software Editor
- Question: “describe the integration” / Response: Create journal entries in Pennylane for the different kind of transactions done in our software
- Question: “your callback URL” / Response: https://chift.app/oauth2/redirect
- Question: “What email address can we reach you at?” / Response: provide here the email of the person who will be the owner and manager of the pennylane account which enables the integraiton via Chift. If you already have a Pennylane account, let Pennylane know of it. Nonetheless, they will always create a separate environment for your partner sandbox
- You will receive two emails from Pennylane: one to activate your sandbox account and a second one, with a one password link to provide you with your: Client ID and Client Secret. (store safely)
- Encode your Client ID & Client secret, in the connector page on your Chift account. The same key is to be used for staging and production.
Test Pennylane
To test the software integration, you can use the sandbox provided in the configuration steps.
Connect Pennylane
To activate a connexion with Pennylane, users will have to go through the following steps. French article: Help Center - Pennylane FR English article: Help Center - Pennylane EN
Pennylane coverage
/financial-entries Live
/journal Live
/matching Live
/attachments Live
/folders Live
/outstandings Live
/journal/entries/{journal_entry_id} Live
/accounts Live
/bookyears Live
/suppliers/{supplier_id} Live
/suppliers Live
/vat-codes Live
/clients/{client_id} Live
/suppliers/{supplier_id} Live
/clients Live
/clients/{client_id} Live
/journal/entries/multi-analytic-plan Live
/journal/entries Live
/chart-of-accounts Live
/invoices/type/{invoice_type} Live
/invoices/{invoice_id} Live
/employees Live
/journals Live
/journal/entries Live
/clients Live
/financial-entry Live
/invoices Live
/suppliers Live
/analytic-plans Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/multi-analytic-plans Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/journal-entries Live
/miscellaneous-operation Live
/invoices/multi-analytic-plans On request
/invoices/multi-analytic-plans/type/{invoice_type} On request
/invoices/multi-analytic-plans/{invoice_id} On request
/analytic-accounts On request
/analytic-accounts On request
/analytic-accounts/{analytic_account_id} On request
/analytic-accounts/{analytic_account_id} On request
/journal/entries/multi-analytic-plans On request
/invoices/id/{invoice_id}/payments On request
/miscellaneous-operation On request
/miscellaneous-operation/{operation_id} On request
/matching-multiple On request
/invoices/pdf/{invoice_id} On request
/chart-of-accounts/balance On request
Troubleshooting
Specific errors for Pennylane:
| Error Code | Error description | Resolution |
|---|---|---|
| ERROR_SUPPLIER_INVOICE_PDF_REQUIRED | PDFs are mandatory for invoices on Pennylane. |
|
| ERROR_CONNECTOR_AUTHENTICATION | The token used to connect to Pennylane is not Valid anymore. | Reconnect Pennylane to your existing consumer to generate a new authentication token. |
| ERROR_BOOKYEAR_NOT_FOUND | The accounting system is not set up for this date. | Create a fiscal year in the accounting system including the date of the invoice. |
| ERROR_BOOKYEAR_CLOSED | The bookyear/fiscal year is already closed in the accounting system | The fiscal year is closed, it must be reopened or the start date of the synchronization must be adapted accordingly. |
| ERROR_INVOICE_NUMBER_ALREADY_USED | The sent invoice number is already attributed to an existing invoice in Pennylane | Invoice seems to be already imported in Pennylane through another synchronization. Please contact the customer to see how this is possible. |
| UNEXPECTED_PENNYLANE_ERROR | The pdf received already exists in the application on another invoice | The pdf received already exists in the application on another invoice Invoice seems to be already imported in Pennylane through another synchronization. Please contact the customer to see how this is possible |
| UNEXPECTED_PENNYLANE_ERROR | It’s not possible to create any more invoices on that folder | Account is not active anymore or blocked Contact the customer to see if the account is still active + if date is not in a closed book/fiscal year |
| UNEXPECTED_PENNYLANE_ERROR | Invoice lines quantity must be different than 0, Accounting frozen until Given Date | Invoice lines quantity doit être différent de 0, La comptabilité est figée jusqu’au 30 septembre 2024 Please unfreeze accounting/books on Pennylane |
| UNEXPECTED_PENNYLANE_ERROR | Invoice lines quantity must be different than 0 | Pennylane API doesn’t allow lines with quantity 0 Chift will bpass those lines in the future |
| UNEXPECTED_PENNYLANE_ERROR | The setup of the invoice tab is incomplete on Pennylane. | Setup an invoicing sequence for customer invoices in Pennylane => To be done in Pennylane so that Pennylane knows how to generate invoice number |