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The first step is to make sure that the right agreement is selected in E-conomic.
Use the drop-down menu in top right corner in E-conomic to make the selectionStart by logging in to E-conomic and make sure, that you are acting on behave the desired company.
(If you only have one agreement company in E-conomic, you can skip this step)Now, select the the integrations tab in Evident
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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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After the integration 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.
🕜 Be aware that this might take up to 15 mins.
It is possible work on a statement while the synchronization process is still 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.