e-conomic

FinanceCredentials form

Manage customers, products and invoices, and read setup data in Visma e-conomic accounting.

12 actions

Action	Effect	Data handled
e_conomic_get_selfReturns the connected agreement: agreement number, company details, user, base currency and modules	read	General
e_conomic_list_reference_dataLists setup data other tools need by number: customer groups, payment terms, VAT zones, layouts, units or accounts	read	General
e_conomic_list_customersLists customers with contact details, balance and due amount, filtered with e-conomic filter syntax	read	Personal data
e_conomic_get_customerReturns one customer with address, group, payment terms, VAT zone, balance and due amount	read	Personal data
e_conomic_create_customerCreates a customer	write	Personal data
e_conomic_list_productsLists products with number, name, sales price, unit and product group	read	General
e_conomic_list_draft_invoicesLists draft invoices that have not been booked yet, with customer, date and amounts	read	Personal data
e_conomic_create_draft_invoiceCreates a draft invoice for a customer with product lines	write	Personal data
e_conomic_book_invoiceBooks a draft invoice, which posts it to the ledger and gives it an invoice number	write	Personal data
e_conomic_list_booked_invoicesLists booked invoices with number, customer, date, amounts and remainder	read	Personal data
e_conomic_list_invoices_by_statusLists booked invoices that are paid, unpaid, overdue, not yet due or sent	read	Personal data
e_conomic_get_booked_invoiceReturns one booked invoice with customer, lines, amounts, remainder and PDF link	read	Personal data

Sign-in

Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['e_conomic']
})