Accounting and accounting firm
Link your accounting firm, choose what it sees, connect accounting software and designate the contacts your accountant can reach.
The Accounting section links your file to the people who keep your accounts. Three blocks: Fiduciary (the firm that accesses your documents), « Logiciels comptables » (accounting software: automatic sending to WinAuditor, Wings, Octopus and others) and Accountant contacts (the users your accountant can reach). Once the link is accepted, your accounting firm views your sales, purchases, reports and bank documents from its own Novadesko workspace, without you having to send anything.
What you will do
- Search for and link your accounting firm.
- Check the access granted and the status of the link.
- Enable automatic sending to accounting software.
- Designate the contacts the accountant can reach.
Link an accounting firm
- Open Settings, Accounting section.
- Click Link a fiduciary.
- In the Link a fiduciary window, type the name, the VAT number or the city of the firm. The Novadesko directory lists more than 15,000 firms; those already on the platform carry the « Sur Novadesko » (on Novadesko) badge.
- Click the firm. The message « Invitation envoyée à … » (invitation sent to …) confirms; the firm's card appears with the Pending status.
- The firm accepts or refuses the link from its workspace. The status changes to Accepted or Refused.
The card of a linked firm shows its logo, its VAT number, its e-mail, the access granted as badges (Sales, Purchases, Reports, Bank) and its status. The menu on the right offers Set as default and Remove. Removing a firm asks for confirmation: it loses access to your documents, and an e-mail informs it. The link can be requested again later.
| Access | Content shared |
|---|---|
| Sales | Invoices, estimates, purchase orders |
| Purchases | Supplier invoices and contracts |
| Reports | Financial reports |
| Bank | Bank statements and transactions |
In the desktop and mobile app, the link grants all four accesses at once. On web.novadesko.com, you choose the accesses one by one (Client Documents, Supplier Documents, Financial Reports, Bank Documents) and set the Sending Settings: Sending Frequency (monthly, quarterly, yearly), Automatic send date (day of the following month), Send Reminders and Send Confirmations. The web also lets you invite a firm absent from the directory by e-mail (Invite a new accountant).
You can link several firms, for example during a transition. The one marked Default is the main recipient of the sendings.
Accounting software
The « Logiciels comptables » block lists the integrations available for your file, each with the number of documents sent, pending and failed.
| Field | Required | Used for |
|---|---|---|
| Auto Send | No | Pushes each new document to the software without intervention |
| « Joindre le XML UBL » (attach the UBL XML) | No | Adds the UBL XML file to the PDF sent |
| Send now | Button | Immediately sends all pending documents |
If the list is empty, « Aucune intégration comptable disponible » (no accounting integration available) is shown: enabling an integration is done on the web, depending on your plan.
Accountant contacts
The Accountant contacts block lists the company's users. Directors (beneficial owners) can always be reached by your accountant; the « Gestion » (management) badge flags them. To make another user reachable, for example a secretary or an office manager, switch their toggle on. Other employees remain invisible to the firm.
| Field | Required | Used for |
|---|---|---|
| Switch per user | No | Allows the accountant to contact this user in Messenger |
Exports and VAT deduction
Accounting exports (sales, purchases, other documents as CSV or ZIP) are produced by the accounting firm from its workspace or by you from Document export. The VAT Deduction Rates per purchase category (for example 50% for car expenses) are set on web.novadesko.com and feed your VAT returns; they are not shown in the desktop and mobile app.