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Get started with Dinero

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If you have a PRO or higher subscription at Dinero, you will be able to integration to Dinero through Mileage Book.

 

Contents of this article

 

 

How to set up the integration

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  1. Log in to your Mileage Book account.
  2. Select System Setup > Integration.
  3. Select Dinero.
  4. Tap Connect.
  5. Accept the access from Dinero's side. If you are not already logged in to Dinero, you will have to log in first).
  6. Afterwards, click on the button download accounts and ensure that the fields for accounts are filled in. Your integration is now set up.

 


Which field should I choose?

  • The Mileage log account is the account to which the driving is debited.
  • The bank account is the account the driving must be credited to if you want to post for payment now, for example ''Bank''.
  • Under equity account, you select the account where the driving allowance is to be credited if you want to book for later payment. For example Equity account primo.
  • For outlay account, you must select the account into which any outlays should go. For example, Food during courses/meetings, etc. full deduction.

 

Transfer and Mileage logs and outlays

For general transfer and accounting of Mileage logs and expenses from the Mileage book, we have created a separate article. Click here to go to article.

For Dinero transfers, you typically have to choose between transferring now or paying out later.

Transfer to payment now, then the account will be sent over with the bank as a counter account. That is direct payment and you don't get a posting like you do when you pay out to an employee.

Transfer to later payment, then the accounts are sent over with equity account as counter account. That is payment as if you were both employer and employee

 

Further information

Sole proprietorships cannot pay driving allowances to themselves, but instead receive driving deductions. These companies should therefore not set the Bank Account to Bank, but instead set the Bank Account to the same as the Equity Account.

e.g. Bank account: Equity account Primo
e.g. Equity account: Equity account Primo

In this case, the transferred driving account can be found under "Accounting" > "Reports" > Select "Balance" > Tick "include cash register entries" > See under Equity account primo

Once a driving account has been transferred to Dinero, you can no longer edit it.

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