The two-way bookkeeping integrations eliminate the need to transfer information manually from CSI Lawyer to bookkeeping systems and vice versa. Usually, the integration is set to transfer data once a day, so that for example invoices are sent from CSI before transferred to the bookkeeping.

The bookkeeping integration works as follows:

• The matter information (number and subject) is transferred from CSI Lawyer to the bookkeeping system as a dimension.
• The invoices created in CSI Lawyer are transferred to the bookkeeping system, including the basic information of the invoice payers (name, business ID, home country, address, VAT number).
  • Credit invoices are always transferred and, if needed, the advance invoices can be transferred as well. Also cancelled advance invoices are transferred.
• Expenses registered into the bookkeeping system are transferred to CSI Lawyer.
• Payments registered into the bookkeeping system are transferred to CSI Lawyer and adjusted to invoices.

The standard bookkeeping integrations Fortnox, Netvisor, and Procountor now handle credit losses by transferring them to CSI Lawyer as payments with the voucher type “Invoice Alignment”. Earlier credit losses were transferred as normal payments and registered on the incorrect debit account in CSI Lawyer, causing errors in the Payment report.

This change does not concern the Fennoa integration due to Fennoa’s technical restrictions.