Heeros Help Center
Categories
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- The password change fails
- Changes to VAT as of Jan 1, 2025 in Heeros programs
- Year-end procedures in Heeros applications
- Change in the Finnish standard VAT rate on Sep 1, 2024
- Interpretation Guide for Scanning Service Email Error Messages
- Enable two-factor authentication feature
- Considerations for changing the chart of accounts
- Modifying Report Templates
- Changing Financial Statement Reports
- Impact of editing accounting periods on entries
- Settings defined in general accounting settings are emptied automatically
- Update of Accounting Reports, Business Accountant and Property Accountant
- Creating travel invoices is not possible in Mobile
- Heeros Mobile - Frequently asked questions
- Removing old purchase invoices
- Default posting to speed up invoice handling
- Purchase Invoices and Accounting reports do not match
- Allocating a credit invoice to a debit invoice is not possible
- How can I create a 0% cash discount?
- What should I do if the validity period of travel invoice pricing has expired?
- How do I enable AI-postings?
- Invoice that has been transferred to workflow/circulation does not receive a document type or document number
- Email address for receiving purchase invoices for a new customer
- An email entered to Purchase Invoices is asking for user actions regarding the receiver specific email address. Is this a real message from Heeros?
- Why has the purchase invoice sent to the recipient-specific email address not arrived in the solution/service?
- New Sales Invoices - How to Enable the Program?
- Payment to the transferred status
- Sales invoice delivery failure
- VAT category code, VAT exemption reason code and VAT exemption reason
- The changes to the settings cannot be saved
- Reference materials have been received multiple times
- Reference payments are missing from Sales Invoices, but it is visible in Heeros Bank
- Instructions for e-invoicing for rehabilitation service providers (Kela)
- Gross and net prices of products
- Implementation of consumer e-invoicing
- Transfer of a Company to Another Menu
- The addition of a business ID in the case of a foreign supplier or a foreign individual customer
- Invoice amount report
- How can I add additional information to a document?
- Why am I unable to view all archived invoices in the directory structure?
- Error in sending payments Show more
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- Dashboard
- Accounting Office Dashboard
- Incomes register view
- Ordering the Scanning Service for a New Company
- Paper invoices handling (Finland)
- E-mail invoices
- Saving data from an invoice
- Invoice delivery time
- Transferring invoices to purchase invoices workflow
- Heeros Help Center and Application Support
- How do I search for articles in the Help center?
- Where can I find the chat? (eSalary chat)
- How to follow Help Center articles?
- Two-factor authentication
- My account form
- Clearing browser's cache (Firefox)
- Software requirements (update 02/2025) Show more
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- Creating a new customer
- Ordering e-Invoicing connections
- Activation of additional features
- Adding an application to an existing customer
- Sample database for archive
- Customer deletion from Heeros environment
- User deletion
- Creating a new user
- Own Office main user rights
- Company-specific admin user rights
- Company-specific basic user rights
- Company-specific browsing user rights
- Customer and company management
- User Management
- Starting to create a new customer
- Basic Information
- Applications
- Views and functions
- Settings - Common settings
- Settings - Application-specific accounting settings
- Bank agreements - General info
- Bank agreements - Danske Bank
- Bank Agreements - DNB Bank ASA
- Bank agreements - Nordea
- Bank agreements - Osuuspankki
- Bank agreements - Samlink banks Show more
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- What is the Archive
- Archive views
- Creation of a new archive and access rights
- System settings - General information
- Naming of cost objects
- Maintenance of categories
- Changing the existing document's reading and editing rights
- Invoice archive structure
- Invoice search function
- Invoice row search
- Invoice basic information
- Invoice approval information
- Audit function
- Document archive structure
- Adding a new document
- Document basic Information
- Document reading and editing rights
- Document reminders
- Document search function
- Saving data to cloud service or external media Show more
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- What is Heeros Link
- Functions and views
- Document Locking
- Explanation of Symbols
- How do I get Heeros Link
- Link user rights
- Opentext as an e-invoicing operator
- Purchase Invoices in Link view
- Invoices awaiting processing in Heeros Link
- The invoice has been directed to the wrong customer.
- Completed invoices
- Deletion of purchase invoice and return of invoices in Heeros Link
- Currency payments
- Sales Invoices in Link view
- Definition of the archive for archival items
- Sending invoices from another system
- Deletion and return of sales invoice in Heeros Link
- Bank statements in Link's views
- Saving of account statements
- Bank statements to Heeros Accounting/Purchase Invoices
- Upload bank statements
- Using Invoice amount report
- Banking channels
- Transfer reports
- Daily reports
- Deleted
- Import of Invoices
- Scheduled
- Username
- Bank statements
- General
- Sales invoice sending character set profiles
- Bank statement character set
- Data queues Show more
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- What is Heeros Accounting?
- Views in Accounting
- Accounting function buttons
- Establishing a new accounting firm
- User rights
- Implementation of the Accounting++ feature
- General settings
- Bank accounts
- VAT codes / Joint VAT codes
- Voucher types
- Financial years
- Periods
- Accounts
- Margin tax accounts
- Bank statement posting rules - TITO
- Budgets
- Automatic entries
- Balance information
- Heeros Accounting keyboard shortcuts
- New accounting transaction
- Editing an accounting transaction
- Removal of an accounting transaction
- Copying an accounting transaction
- Splitting an entry line into multiple entries
- Importing travel expenses from Purchase Invoices
- Importing sales invoices and payments from Sales Invoices
- Importing events from other systems
- Importing transactions from eSalaries to Heeros accounting
- Transactions from accounting to Fuusor
- Exporting transactions to Talgraf and Accuna
- Bank statement processing
- VAT calculation and sending the report
- Correction of self-assessed tax declarations
- VAT summary declaration, reporting of EU sales
- Principles of printing reports
- Income statement
- Balance sheet
- General ledger
- Journal
- Balance sheet specification
- Creating a new report
- Row definitions
- Column specifications
- Financial statement entries
- Recording the result
- Financial statement reports
- Financial year - opening and locking
- Voucher numbering at the change of the financial year
- Financial statement
- Tax forms
- Preparing the income tax return
- Tax form templates
- Submitting tax returns Show more
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- New Sales Invoices - features to consider
- Functions and views
- View functionalities
- New Sales Invoices - establishment and usage rights
- Multi-currency functionality
- VAT rates
- Payment terms
- Accounting objects
- Bank accounts
- Accounts
- Counters
- General settings
- Company tab
- Counters tab
- Invoice Tab
- E-Invoice Tab
- Accounts tab
- Creating customers one by one
- Importing customer data
- Editing and deactivating customer data
- Exporting customer data
- Creating products one by one
- Importing product data
- Editing and Deactivating Products
- Exporting product data
- Creating and Sending Sales Invoices
- Copying a sales invoice
- Quick credit note creation
- Archiving the Sales Invoices
- New Due Date
- Reference material
- Creating a Payment from Invoice Information
- Manual Payment
- Reminder for overdue invoices
- Transfers to Heeros Accounting
- Deleting vouchers
- General information about the functionality of the reports
- Reports - Invoices
- Reports - Payments
- Reports - Transfers Show more
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- What is Heeros Sales Invoices
- How do I get Sales Invoices
- Functions and Views
- Creation of sales invoices and access rights
- Additional Features for Sales Invoices
- Enable Account receivable to Sales Invoices
- Accounts receivable to Sales Invoicing afterwards
- Sales invoice settings if Heeros accounting is implemented
- Company logo on sales invoice
- General settings
- Payment Terms (discounts)
- Demand of Payments
- VAT Codes
- Accounting objects
- Bank Accounts
- Transfer to Heeros Accounting
- Transferring to External Sales Ledger
- Creating New Customer Individually
- Importing and Exporting Customer Data
- Editing Customer Information
- Customer deletion
- Creating products
- Importing and Exporting Product Information
- Editing products
- Removal of products
- Debt Collection Service
- Transferring to Heeros Accounting
- Transferring to External Accounting
- Invoice deletion
- Report Templates
- Invoice diaries
- Site key report
- Deleted Invoices Show more
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- What is Heeros Purchase Invoices - capture and posting?
- Functions and views
- Creating a New Customer in the Heeros Purchase Invoices capture and posting solution
- Invoice entry to Capture and Posting solution
- Invoice validation
- Invoice posting
- Additional invoice validation actions
- Handling failed invoices
- Invoice in workflow after validation Show more
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- What is Purchase Invoices - workflow and ledger?
- How do I get the Purchase Invoice Workflow and Accounts Payable Solution in use?
- Actions and views
- Explanations of symbols
- Setting up a new Purchase Invoices - workflow and ledger solution and permissions
- Accounts payable, travel expense management, and/or mobile application as additional features in the new workflow solution
- Adding accounts payable to workflow purchase invoices afterwards
- Implementing the Payments of Travel Claims
- Purchase invoice settings if Heeros accounting is implemented
- Suppliers
- Chart of accounts
- Cost units
- Accounting object
- VAT codes
- Salary Codes
- Own details
- Accounts
- Postings
- Currencies
- Travel invoices
- Interfaces
- Approval Process
- Payment terms
- Bank accounts
- Terms of accounting
- Cost Compensations
- Interfaces for Purchase Invoices
- Processing an incoming purchase invoice
- Invoice postings
- Credit notes, cash discount invoices and direct debit invoices
- Changing the supplier and bank account number on the invoice
- Review and approval of purchase invoices and mass transfer
- Default accounting assignments (automatic accounting postings)
- Creation and saving of travel invoice
- Daily allowances
- Kilometric Compensation
- Other expense
- Quick creation of travel invoice
- Travel expense payments
- Conditions and procedures for invoice payments
- Creating a payment batch and sending it to the bank
- Other functions related to batch payments
- Bank statements
- Manual payment process
- Currency payments
- Transfer and return of invoices to Purchase ledger
- Transfer and Return of Invoices to Accounting
- Transfer and Return of Payments to Accounting
- Automatic transfers of purchase invoices from Heeros to accounting
- Transfer and return of travel Invoices
- Transfer and return of invoices to the archive
- Open invoices report
- Purchase invoice journal
- Travel expense journal
- Payment estimate report
- Payment diary
- Site keys report Show more
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- What is Heeros Bank
- How to Get Started with Heeros Bank
- Processing times for payment materials
- Bank agreements
- Access rights
- Importing payment material
- Functions and timelines related to importing payment data
- Paying the payment material
- Cash payment; creation, modification, deletion, and cancellation
- Payment templates
- Marking the cash payment as paid
- Resending of cash payment
- Payment batch list
- Phases of a payment batch
- Payment batch feedback
- Reasons for errors in payment batches
- Reference material
- Saving reference material
- Account management Show more
