This is possible with a selection of accounting software (e.g. ExactOnline, Winbooks, BOB 50, Horus, Octopus). This list may evolve. If your software is not listed, contact us: initially, it may be possible to export your invoices in XLS or CSV format and import them into your accounting software.
To generate your invoices beforehand, see: How to generate periodic rent invoices on Smovin? and How do I generate sales invoices on Smovin?
Where to define your export preferences
In the left-hand menu, click Settings, then the Accounting tab. Export preferences are managed per owner: first select the relevant owner.
Step 1 — Select your accounting software and establish the connection
Choose your accounting software from the list of available software.
Follow the steps to establish the connection between Smovin and your account. See: How to connect an external accounting software (via Chift)?
Step 2 — Define the export preferences
Click Export preferences, then complete the successive screens:
Accounting accounts: indicate the class 7 account where each category of invoiced amount (rent, flat fee, etc.) should be recorded. You can use the same account everywhere, one account per category, or even a different account per contract. If your software is connected, the existing accounts already appear: just select them.
Analytical axes (optional): add up to 2 analytical axes, for the amount categories and/or the portfolio elements (unit or building).
Tenants: enter the customer code used in your accounting software for each tenant.
VAT codes: validate the default VAT code mapping, or modify it according to your usage.
Accounting journals: indicate the journals in which the invoices should appear. You can set a separate journal for credit notes and debit notes.
⚠️ If a customer code, an accounting account or an analytical code is changed in your accounting software, manually update your export preferences in Smovin. Otherwise, the relevant field will need to be filled in manually at each export.
Step 3 — Export the invoices
Once your preferences are set, start the export:
either from the preferences page;
or from the Sales invoices menu → Actions → Export invoices.
If a field was not filled in your preferences, it will be missing and must be added manually via the 3 dots to the right of each invoice. As long as an element is missing, the export cannot be completed: make sure the data is complete.