How to start using CostPocket with Excellent Books?

Integrate CostPocket with accounting system Standard Books for easy document management. Digitise documents, create reports, and transfer them to Standard Books.

1. Go to Excellent Books module System -> Settings -> Cloud service settings -> Other services

2.  The settings window shows a list of different services. Click the "Activate" button next to CostPocket

3. Check the service activation information and click on Activate

Email - e-mail address you are using with Excellent Books. The CostPocket admin for this company will be created with the same email address.

Company reg. nr. - the company registration number.

Name and surname - first and last name of the User.

If the company registration number with the same name was not registered in the CostPocket environment, a new company account is created using the registration number set in the Excellent Books program. 

4. When you first open CostPocket (iPhone, Android or Cloud), use the same email address you use in Excellent Books. Log into or create a user account. You will be added as an administrator to your company's CostPocket account. 

NOTE! If you already have a CostPocket user profile and a company account registered in CostPocket, activating the connection in Excellent Books will connect with your existing CostPocket company account (if all data matches and is correct).

Documents can be sent to Excellent Books one-by-one or with reports (expense reports and travel reports). Learn more about creating and submitting documents and reports in our tutorials here:

Single expense submission
Submitting mileage, travel, and expense reports
Submit documents by email

Expense documents sent to Excellent Books one-by-one will go to module Purchase Ledger -> Registers -> E-purchase invoices.

Reports will go to module Expenses -> Registers -> Expenses.

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