How to activate AutoCollect in Tripletex as an accountant
This article explains how you as an accountant activate AutoCollect for a customer in Tripletex.
💡 Note: Note: Does the accounting firm already have the accounting office's API key? Go directly to step 2 – Link your customers to the accounting firm key
Prerequisites for activating AutoCollect for a client
You must have the role User Administrator in Tripletex. You can find information about your user access under My Profile and User Access
The accounting office must have API access from the customer. This is often already set up.
If you lack access, the customer must grant you this:
The customer goes to Company and clicks Accountant's Access
Click General Access
Check the box for API Access
1. Create API key
2. Link clients to agency key
3. Activate AutoCollect
Step 1 – Create API key
Create the API key that connects Tripletex to AutoCollect.
Click on My Profile in the top right corner
Click More and then API access
Click New key and select AutoCollect from the dropdown menu
Check the box for Accounting firm user key
Give the key a descriptive name, for example "AutoCollect accounting firm key"
Click Create key
💡 Note: Copy the API key and store it in a safe place. It will be used when activating AutoCollect for new clients in the future.
Step 2 – Link your clients to the accounting firm key
To activate AutoCollect for your clients via the firm key, you must link them to the key through client access in Tripletex.
Go to Customer and click Customers/Suppliers
Check the box for the clients you want to activate AutoCollect for
Click Client access and fill in the following:
Employee: select the key created for the accounting firm
Access template: select Standard rights for accountants
If you already have a user, log in. If not, enter your contact information and set a password. This will be your login credentials for the Amili portal.
2 of 4 – Select companies
Check the companies you want to activate AutoCollect for in the dropdown menu. Make sure the box is checked indicating the company uses an accounting firm, and enter the firm's organisation number.
2b of 4 – Company details
Fields are automatically retrieved from Tripletex. You only need to enter the bank account number for remittance.
3 of 4 – Sign agreement
Read and sign the agreement to complete the registration.
💡 Note: We recommend reading the agreement carefully, especially the sections on case withdrawal, monitoring and VAT.
4 of 4 – Complete
Click Complete onboarding to activate the service.
AutoCollect is now activated. You should be able to send invoices from Tripletex within a couple of hours.
Comments
0 comments
Article is closed for comments.