Setting up a sevdesk connection
Servire automatically transfers every cash register closing report to sevdesk as a receipt.
After each cash register closing, Servire in sevdesk creates a receipt with the day's results: revenue per tax rate, all payment methods, and the cash book transactions as shown in the Z-report . You configure this in Web desk under Settings → Integrations → Accounting.
Requirements: A Servire plan starting with Solo (also during the trial phase), the employee right Manage Accounting Connection (as the owner, you have this), and sevdesk starting with the Accounting Pro plan. Servire does not transfer goods purchases, incoming invoices, or personnel costs.
Prepare in sevdesk
Get the API token: in sevdesk under Extensions → API, click on Show and copy the token.
Opening a cash register: Under Bank → Cash Book → Open Cash Register, enter the opening balance and date. The opening entry cannot be changed later.
Connect
Step 1 of 3
sevdesk card
Click on Connect. The ⋯ menu explains How does it work? how to connect; after connecting, you will also find History, Add Reports and Disconnect there.
Step 2 of 3
Token and booking start
Enter the API token. Posting from determines the business day from which Servire will transfer data; this cannot be changed later, but is the latest possible date. If the date is in the past, Servire will transfer the transactions retroactively from that point.
Step 3 of 3
How does that work?
The explanation summarizes what is transferred and when, what you need, and what you should know.
Assign accounts
After connecting, click on Assign Accounts and specify once which sevdesk account each transaction should be sent to: Revenue per Tax Rate, Payment Methods, Online Payments, ** tip, Deposits and Vouchers**, and Cash Book Transactions. For vouchers and online payments, Servire creates the clearing account at the touch of a button. Only after Confirming and Saving the Assignment does the transfer begin.
Ask your tax advisor which accounts they need to see. This will save you from having to reclassify data later.
During normal operation
After each cash register closing, Servire waits 15 minutes to ensure that any recently offline register is included, and then creates the receipt. In the History, you can see every transfer and re-submit failed ones. Use Add Reports to retrieve older closings; receipts cannot be deleted in sevdesk, so only select days that haven't been posted yet.
The card shows the reason for the problem: Invalid token (Get a new token, Renew token), Missing cash register (Open a cash register, Check again), Incomplete assignment (e.g., reconfirm after a new payment method) or Transfer failed (Details in the History).