Before configuring a new accounting connection for an entity, make sure this entity has no other existing accounting connections that are active at the moment. For this purpose, call GET /accounting_connections with the X-Monite-Entity-Id header containing the entity ID:
By default, Monite automatically synchronizes the entity’s data in our database with the data in the entity’s accounting system every hour. However, entities can also trigger an instant synchronization when needed. To do this, call POST /accounting_connections/{connection_id}/sync:
You can obtain an overview of all the synchronization events between Monite and the accounting system in a list. When the synchronization is successful, the status and IDs of records from both systems will be returned. If not, an error status with details will be returned instead.To get a list with all the sync records, call GET /accounting_synced_records. Filtering the results by the object_type is mandatory. For example, GET /accounting_synced_records?object_type=bill will get all the sync records for bills (payables).
This successful response returns a synchronization object that includes the sync_status and errors fields, representing the synchronization status and information about any errors, respectively.
You can list all invoices and payables (bills) that exist in the entity’s connected accounting system without the need to pull those documents into Monite, so you can implement custom document comparison and synchronization logic:
When pushing an invoice to an accounting system, Monite tries to map the applicable tax rates used in the invoice to the tax rates available in the entity’s accounting system. Entities can retrieve the available tax rates from the accounting system to ensure that they match either the tax_rate_value or vat_rate_id fields in the invoice line items. To do this, call GET /accounting_tax_rates:
The response returns the list of tax rates available in the entity’s accounting system. Any VAT rates that are used in the invoice line items and are missing from the entity’s accounting system must be created manually by the entity in their accounting system.
In addition to tax rates retrieved from your connected accounting system, Monite allows you to create and manage custom tax rates internally. Custom tax rates created in Monite have the is_external field set as false.
If your entity needs a tax rate that does not exist in the connected accounting system, you can create a custom tax rate calling POST /accounting_tax_rates:
Custom tax rates created in Monite (is_external = false) can be used in invoices but may need to be manually created in your accounting system if they do not already exist there.
To get all available internal tax rates for an entity, call GET /accounting_tax_rates?is_external=false. To get details about a specific tax rate, call GET /accounting_tax_rates/{tax_rate_id}.
Updating tax rates may affect existing invoices and documents that reference these rates. Consider the impact on historical data before making changes.
To delete a tax rate, call DELETE /accounting_tax_rates/{tax_rate_id}.
Before deleting a tax rate, ensure it is not being used by any existing invoices or documents. Deleting a tax rate that is in use may cause synchronization issues with your accounting system.
