Finstack partners

Finstack users have access to a network of experienced financial professionals that can take care of any challenges arising from their administration. Please reach out to support@finstack.io to get an introduction to one of our partners.

Troubleshooting

Imports

My data is outdated

Finstack tries to retrieve fresh data from your accountancy software every 3 hours. The status of the connection is shown in Sources, where you will also find the time of the latest import. Things that can go wrong:

The last import job was too long ago. Try to run the import again by pressing Start import.
The connection is unavailable. Try to press Reconnect or alternatively set up a new connection by following the steps after pressing Add source. Make sure that the account that you are connecting with has the right access permissions to the accountancy tool.

Some entities are missing

Finstack will attempt to retrieve all entities that it has access to. When Entities are missing, it is most likely the permissions are not set correctly on the side of the accountancy tool. Please check the Security Centre for Exact Online for example: it will list the entities that the connection of Finstack has access to.

My import is queued

For a short time we will queue new imports to not overload the system. Your import will start shortly and new data will be retrieved.

There is a maximum number of manual imports I can do per day

Imports can take long. To make sure the system does not get overloaded, there is a maximum number of manual imports per day. This is next to the automated imports. Please reach out if you run into this ceiling often.

Excel / CSV uploads

I need help with my Excel / CSV upload

If connecting to an accounting source (ERP) directly is not an option at this time, financial numbers can be uploaded either through an Excel upload (trial balances) or CSV upload (transactions). Note that these uploads are required to be in a specific format for the system to understand, so please make use of the templates when available.

Exact Online

How can I add new entities to my Exact online connection?

This can be done in Exact Online, by providing access to the new entities. In Exact Online top right, go to your name and "My Exact Online". Next, go to "Security Centre" and find Exact in "My app's permissions". Scroll down and select "Manage companies" in "Permitted companies". Make sure all entities that you want to share with Finstack are on the right and press "Save".

I am running into permission issues. How can I solve these?

Please see the overview below. These permissions are set in Exact on the user level that set up the connection. This can be found in: StamgegevensOverzicht | Gebruikers > Gebruiker > Gebruiker - Rechten toekennen.

SyncDocumentsDocumentAttachments requires the permission “Create, update, and delete documents.”
SyncCRMAccounts requires at minimum “View accounts.” If new accounts need to be created, the user also needs “Manage accounts.”
HRMCostcenters, FinancialFinancialPeriods, and SyncFinancialGLAccounts require at least “View financial master data.” If financial master data must be created, the permission “Maintain financial master data” is required.
SyncFinancialTransactionLines allows you to retrieve financial entries. The following permissions are required:
- “Enter, modify and delete sales entries”
- “Enter, modify and delete purchase entries”
- “Enter, modify and delete general journal entries”
- “Enter, modify and delete cash entries”
SyncCashflowPaymentTerms requires “View creditor reports” and “View debtor reports.”
SyncDeleted requires the permission “Enter, modify and delete requests.”

Sources & integrations