There are some prerequisites that must be in place before exporting to a flat file for Agresso. This requires that at least the following information is entered into the rental module, and it is important that the information matches what is in Agresso:

• Product codes for rental properties
• Rental supplement product codes
• Client ID
• Complete personal identification number/D number/corporate registration number of all tenants

Setup :

Click into the rental module. In the side menu on the left, click Settings, and select the Integrations tab. Check “Integration with Agresso/Unit4 Business World”:

The fields below (Company code in Agresso, att_1_id, etc.) are standard values that will be included on all invoice bases generated in LAFT. Your accounting office can assist with the values that should be included here, as this is information that you can find in the financial system. Remember to click Save when you have filled in all the fields!

To enter product codes and client IDs, click on the Invoicing tab. Scroll down to “Here you can create new product codes,” enter the code and description, and click “Add new.” It will then appear in the overview above, where you can both edit and delete.

Client IDs are created in the same way as product codes, and you can find this a little further down on the Billing tab.

Product codes and client IDs will now be available on your rental objects. Go to Rental object > Overview. Click on the rental object you want to associate the product code/client ID with, and click the gear > Edit.

Alternatively, you can do this in a mass operation, via the rental property management page:

Here you can choose to show/hide all fields related to rental properties, and can easily plot and change information directly in the table.