The most common questions regarding the bookkeeping integrations are related to some information not being transferred. Below you find a few reasons for invoices or payments not being transferred by the integration and solutions to these issues.

The bookkeeping integration logs all warnings and errors into CSI Lawyer. The integration logs are visible for power users in the Settings area > Software Management > Plugins > Integration Logs folder.

In the folder, you can see a list of all integration events. By default, the view is filtered to show current week events that haven’t been handled, yet. “Not Handled” means warnings or errors that haven't been marked as handled.

In the Log Type filter, you can also choose a certain type of log you want to see, for example warnings or errors.

If there is an error found in the integration log, it means that some information hasn't been transferred. The log usually tells you where the problem is, and once it has been fixed the information will be transferred during the next run of the integration.
 

Problems in transferring invoices

A transferred invoice has got the status “unsent” in the bookkeeping software.

This is because it had the status “open” in CSI Lawyer when the integration was run. To change the status in the bookkeeping, print/send it manually there. To be sure that this doesn’t happen again, send out invoices during the same day they’ve been created.

An invoice hasn’t been transferred to the bookkeeping system.

Usually this happens because the invoice has missing or incorrect information. Check the following information:

• The payer’s address (the one found in the invoice window) and home country
• The payer’s VAT number
• Possible special characters in the matter subject, invoice rows, and free text field
• Whether the bookkeeping period is open in the bookkeeping system (as it should)

When the information has been corrected the invoice will be transferred the next time the integration runs.

Problems in transferring payments

The payment hasn’t been automatically adjusted to the invoice in the bookkeeping system.

Usually this is because the payer has paid the invoice using the reference number on the invoice which has been sent to an insurance company (starting with 91-) or the reference number of a proof invoice (starting with 70-). Manually adjust the payment to the normal invoice in the bookkeeping system, and it will be transferred to CSI Lawyer the next time the integration runs.

Depending on the bookkeeping system, you may need to adjust the payments manually also in case the payer has paid without a reference number or has paid too much or too little.

Please note that if a payment hasn’t been adjusted to an invoice in the bookkeeping software within 7 days of the invoice’s entry date, it will not be transferred to CSI. In this case you need to create the payment manually and adjust it to the invoice in CSI Lawyer.

Common questions

Why can’t I adjust advance to an invoice in CSI Lawyer afterwards?

If the invoice is already sent to bookkeeping, advance adjustment to the invoice is no longer possible and there is no work around.

Why isn’t the payment refund transferred into the bookkeeping system?

The bookkeeping integration doesn’t transfer payments from CSI Lawyer into the bookkeeping system. Therefore, payment refunds need to be made manually in both CSI Lawyer and the bookkeeping system. Another way to handle these is to create credit invoices instead of payment refunds. This way no manual work is required (except for making a payment to the customer).

Why isn’t the summary invoice transferred to the bookkeeping system?

Since summary invoices are basically just cover pages that summarize information of all the individual invoices, it isn’t transferred to the bookkeeping. Only the individual invoices are transferred, and the payment needs to be adjusted to them in the bookkeeping system.