[E-conomic](🔗) is a financial application (ERP) today owned by Visma. E-conomic manages all debit and credit including financial transactions.
Support for E-conomic as follows:
Upodi will automatically post genereated invoices directly (new, changes and payments) to E-conomic and set payment terms as in Upodi.
Upodi will automatically post non-existing customers to E-conomic.
Upodi will automatically post non-existing contacts to E-conomic.
## Test account of E-conomic
You can sign up for a demo account of E-conomic [here](🔗) .
## Requirements and Setup
To use E-conomic with Upodi, you need an account. Once the account is setup, follow these steps to integrate your Upodi account with your E-conomic account.
Requirements
E-conomic **will need** to match each SKU of a product plan charge with a product in E-conomic. All product plan charges in Upodi **must** have a specified SKU for the integration to work.
Secondly, you will need to create a customer-group with a customer-group number of **1337**. All customers created in Upodi, will be mapped to this group.
Thirdly, customer number in Upodi must be a numeric value for e-conomic to work.
If you do not have a subscription for e-conomic go to www.e-conomic.com and sign up.
Setup e-conomic. Go to **Sales**, **Customers** and create a **Customer Group** with the name of your choice and the group number of **1337**. You willi need to specify an account for revenues, typically **5600**.
Setup each of your products in e-conomic with the proper SKUs.
Sign into [Upodi](🔗), then select **Apps** in the **Upodi** section, and then select **E-conomic**.
Click on the button **Connect to E-conomic***.
Ensure alignment between the product SKUs in e-conomic and Upodi.
All Product Plan Charge SKU numbers have to have matching goods in e-conomic, where it is referred to as 'Vare nr.'
## Automatic booking of invoices
There are three options for how Upodi should handle booking of invoices in e-conomic. These options are as follows.
| Option | Description |
| Do not book invoice | The invoice will be posted to e-conomic as a draft, however not automatically booked. |
| On reciept | Once the invoice has been processed by Upodi, the invoice will change state from draft to booked and immediately be booked in e-conomic. |
| Book with invoice number. | Same as "on reciept", however the invoice will be booked using the numeric number of an invoice. Seeding can be set to control the offset of numeric booking, under Setup > Invoice. |
## Booking using EAN
You can use e-conomic to book using EAN. To do so, customers and contacts need to be pre-configured in e-conomic before Upodi processes the engine. By setting the "Try posting invoice using EAN" flag on the configuration page of e-conomic in Upodi, the following steps are conducted:
NemHandel-type must be set to "EAN-nr."
EAN-nr. field must be filled.
"Deres reference must be filled with an EAN contact.
EAN settings is required
Reference contact must be provided.
## Creating customers in e-conomic
Upodi can automatically create contacts which do not exist in e-conomic. By setting the "Customers will be created if not found" flag on the configuration page of e-conomic in Upodi upon creating a new invoice in Upodi, we check to see if the contact 'Account number' exists in e-conomic. If the customer 'Account number' does not exist, Upodi creates the customer with all available information.
Customer account number
Please note that e-conomic requires the 'account number' to be a numeric value of a maximum of 8 characters in order to create the customer successfully.
The 'Customer group' specified in your Upodi settings must exist in e-conomic.
## Accrual accounting
If you want to do accrual accounting in your e-conomic system you can choose the setting "Set accrual on invoice lines". This setting makes all invoice lines sent to e-conomic follow an accrual basis, where earnings are reported immediately based on invoice lines, as opposed to a cash basis, where earnings are calculated upon actually receiving the payment.