The first thing to do is actually to ensure that the right agreement is selected in E-conomic.
Use the drop-down menu in top right corner in E-conomic to make the selection.
Now, select the the integrations tab in Evident and click on connect
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Now the system will Start by logging in to E-conomic and make sure, that you are acting on behave the desired company.
(If you only have one company in E-conomic, you can skip this step)
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In autobudgets open “Getting started” and click on set connection:
Choose E-conomic and connect:
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The system will now redirect you to E-conomic.
Ensure that the correct agreement-number is chosen and accept the connection request as shown below.
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If all goes well, you should see the success message .
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Now Evident will fetch the chart of accounts and all related ERP entries.
The synchronization process is indicated by the spinner.
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Once the spinner stops, the synchronization process should be done, and you can start working on the organization. Depending on the number of ERP entries, this process may take some time (3-15 minutes).
You can actually start working on a statement while the synchronization process is ongoing, but you will notice that the numbers in the chart of accounts are “off” until the complete history is fully synchronizedand our AI will create your first budget.