Using Xledger with LAFT
In this article, we will walk you through how to set up and use the Xledger integration in LAFT.
Table of Contents
If you would like to activate the Xledger integration, please contact support@laft.io so we can enable access for it.
Once you have the necessary access, there are a few things you need to do to get started.
Xledger in the Ops module
See also instructions on How to invoice in the DV module
To confirm that you will use the integration, you must first go to the DV module > Administration > Invoicing > Settings:
Then you must enter the client (if you have any), product codes/item numbers and any VAT codes. It is important that these are identical to the ones you use in Xledger:
| Do you need to enter many product codes at once? Contact us and we can send you an import template, or download the template here: Import templates |
Once this is done, you can go to Home > Administration > Buildings > Overview and fill in the billing information for the individual building. This will automatically give you the correct product codes, VAT codes, etc. when hours and/or costs are entered for this building later. It will still be possible for the contractor/person who records hours and costs to override the default setup for the building by selecting different information when the hours are entered. See the guide on How to process a work order
By editing the building you can fill in all the information: 
Remember to click Update billing info.
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The principle of proximity: On work orders with time/cost registrations on the property and facility object types, the performer/the person who registers must add billing information (product codes/VAT codes, etc.) manually to the case, as no standard layout can be set up for this, as can be done on the building object type. On a building, you can, and then all subunits associated with the building (floor, room and rental property) will get the building's layout when registering hours/costs. |
Once you have gone through these steps, the integration is ready to use and you will be able to download an invoice basis in flat file format that is adapted for Xledger. This can be uploaded into Xledger, under Forsystem.
See also the guide How to invoice in the Ops module .
Xledger in the rental module
In the Rental Module, go to Settings > Integrations. Check that you want to enable integration with Xledger, and click Update Site.
In the Rental Module Settings, go to the Invoicing tab. Here you must enter product codes/item numbers, and possibly client ID and VAT codes. It is important that these are exactly the same as you use in Xledger.
| Do you need to enter many product codes at once? Contact us and we can send you an import template, or download the import template here . |
Once that is done, you can now link the information about product codes etc. to your rental properties. You can do this either by editing the rental property, under the Current rent tab: 
Remember to set the product code on any Add-ons as well, and to click the Save button when you are finished.
Alternatively, you can save time by adding product codes via the rental property management page. Here you can simply click in the table and add to all the rental properties you want:
Once correct billing information has been entered for your rental properties, you can invoice as usual and upload the flat file in Xledger under Forsystem.