3.03 Activating the integration with Octopus

Vera has an integration with Octopus for accounting, we do this because we strongly believe that creating integrations with strong software partners is the way forward. 

Octopus creates professional accountancy software, by leaving the accounting knowledge to Octopus, Vera can have a stronger focus on creating software for property management which is our core business. To activate the integration with Octopus please follow the next steps :

PART 1 : Setup of the integration

1. Go to teamsettings
2. Go to the tab « Integrations »
3. Navigate to the card « Integrations »
4. Click on the plus to add a new integration and complete the steps
   1. Step 1 : Chose Octopus as integrator
   2. Step 2 : Click on « Make connection »
   3. Step 2.1 : Sign in with the credentials you have received from Vera. If you did not receive any credentials yet please contact [email protected]
   4. Step 2.3 : Click on next
   5. Step 3 : Add a description for the integration, this can easily be just Octopus
   6. Step 4 : Click on save and the integration will be saved

PART 2 : Inputting necessary information in Octopus

Please make sure that in Octopus the following information is inputted :

1. Create cases in Octopus for all your HOAs
2. Create financial years
3. Create journals 
4. Create bankaccounts for your financial journal 

Manuals for Octopus can be found here: 

After all the above is inputted in Octopus you can make a connection from inside Vera to the related case(s) in Octopus. The most important part of the synchronisation is making sure that the VAT number of the HOA is correctly inputted in Vera and in Octopus. Please follow the next steps : 

PART 3 : Linking your HOA with Octopus

1. Go to buildings
2. Open a building
3. Click on the button « HOA Management »
4. Navigate to the card « Financial settings » 
   1. In this card you will see a notification « This HOA is not yet linked to a case in Octopus »
5. Click on the blue button « Link with Octopus case »
   1. Vera will automatically search via the integration that you made in teamsettings for existing cases in Octopus that have the same VAT number. 
   2. If a connection is found the link will be made automatically
6. You will see a new option on the top right side of the card to synchronize your financial years. With 1 click all the created financial years will be automaticallly created in Vera and the connection will be made. 

PART 4 : Final steps

After all your financial years are synchronized with Vera it is time to link the corresponding journals that you created in Octopus to the ones in Vera. Please follow next steps :

1. In the card « Financial settings » click on edit and open a bookyear
2. A sidebar will appear with the following information :
   1. Description : read-only, information from Octopus
   2. From : read-only, information from Octopus
   3. Until : read-only, information from Octopus
   4. Status : read-only, information from Octopus
   5. Periods : read-only, information from Octopus
   6. Journals : here you have to link the premade journals from inside Vera to the ones that you created in Octopus. This is very important to make sure that we can book purchase invoices in the correct journal. 
   7. IBAN numbers: Here you will also see all your inputted IBAN numbers, please make the correct link between the IBAN number and the financial journal from inside Octopus

After clicking on save the links will be made, when you create new financial years in Octopus, please do not forget to press the synchronize button to get the financial years from inside Octopus.

After all the above is done, you can start your financial journey in Vera!