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🚨 PREREQUISITES

• You must have an active Dinero subscription on the Pro plan or above (the Total plan also works).

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⚡️ CONNECTION

Step 1: Choose a name for your connection, then click Authorise. (If the connection name field isn’t visible, simply skip this step and continue.) Step 2: You’re redirected to Dinero to authorize the Chift app. Click Accept. Step 3: You’re redirected back to the Chift platform. If you manage several Dinero organizations, select the one you want to connect, then confirm. Your connection is now active.

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⚠️ Important: VAT codes on new accounts

Dinero requires every account that generates VAT (sales or expense accounts) to have a VAT code assigned. Accounts created through this integration are not created with a VAT code. If these accounts aren’t updated in Dinero, invoices booked to them are created without VAT. After setting up the connection, check the chart of accounts in Dinero and assign the correct VAT code to any account created by the integration.

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❓ Troubleshooting