Fakturoid
The connection runs through the official Fakturoid API (version 3).
Setup
- In the ParseDoc settings for Fakturoid, click to connect.
- Log in to Fakturoid and confirm access.
- Select the company if you have multiple under the logged-in account. A different one can be set for the archive.
What is Transferred
Received documents are recorded as costs. Issued ones as invoices. Both transfer the counterpart, items, VAT rates, due date, and variable symbol. The receipt is recorded as a receipt-type cost, without a buyer.
The original file is attached to the entry.
Counterparts
They are retrieved by IČO among your contacts, and once found, we remember them, so the search doesn't happen every time for a regular supplier. Unfound ones are created with the details from the document. If you have a contact in Fakturoid without IČO, the pairing won't find it and a duplicate will occur—this can be avoided by adding the IČO.
Document Numbers
For costs, the supplier's document number is written in the original number field. Issued invoices receive a number from Fakturoid according to your numbering series.
The document carries our identifier in Fakturoid, so we can recognize duplicates even for documents you uploaded to Fakturoid from another computer.
Payments
Fakturoid notifies us when you pay or delete a document. Paid documents show the payment date in their details.
Limitations
- Creating costs via the API is only available in higher Fakturoid plans and has limits on the number of contacts and calls per month. Before bulk submission, we ask how many calls you have left, and we only execute the batch if it fits within the limit.
- Foreign currencies are converted at the ČNB exchange rate on the date of taxable supply. If we do not have the exchange rate for that day, the document will not be sent, and the error message will indicate this.