Advanced
PDF merge and PDF generate
It is possible to select multiple options when Receiving or Send invoices. When receiving and sending an invoice with attachments, you have the choice of three options. 1. Always generate a PDF invoice: With each invoice submitted - xml or pdf - a ...
Dashboards explained
Do you want to get an overview of the most important performance indicators that are relevant to a certain goal or business process within your organization? This is possible with the different dashboards that eConnect has. With our graphical user ...
Creating a Relationship Manager
Not every user is allowed to work with other companies or environments. A user must be added to the groupRelationship managers. An Administrator may grant these rights to other users from user management: Only User Relationship Manager can be created ...
Set retention policy documents
There is anRetention policyin eConnect for deleting documents. The standard within eConnect is: Conversion tasks: 4 months Concept declarations: 2 years Incoming and sent invoices: 7 years Concept invoices: 2 years Incoming and sent invoices: 7 years ...
Creating a filter in the views
In all views of documents such as Inbox in/out, all apps, transaction overviews, etc. can be filtered with specific search terms that can also be saved for later use. By clicking on the filter/judge ("Views")... opens the screen to create a new ...
Technical problem with delivery service requesting party. (420)
It is possible that when you send an invoice to the government, you will receive an error message by e-mail similar to the e-mail below: Technical problem with delivery service requesting party. (420) Invoice number: 2019-001 Sender: Chamber of ...
Current status
Language: EN / NL If an update occurs, more information can be found on the Release note page. If this is not the case, we would like to hear from the Support question History 27-03-2026 14:55 - 30-03-2026 13:00 Peppol Certificate Migration – ...
Denying user access to an organization
In order to stop sharing documents with other eConnect users, the member must be removed from an organization. Below we explain how members can be denied access. Step 1 - Select the organization where the members need to be removed. Go on the ...
Change email address account
Changing email addresses of an existing account is possible. Step 1: Click on your name in the top right as you can see below. Then choose the optionEdit Profile. Step 2 The next page will open. If you haven't added any additional email addresses ...
Unsubscribe from the network OpenPeppol
If you sign up with eConnect and activate your organization, you will already be registered on theOpenPeppolnetwork to send efacures. You will always see a pop-up screen after logging in - until you turn it off - with the question whether you also ...
Download XML invoice
It is possible that an invoice is rejected from the receiving party. Or that your own accounts do not process the e-invoice correctly. To check whether the cause is in the XML (e-invoice), it can be downloaded. If you have any questions about the ...
Rights and roles within the eConnect platform
Sharing of documents
Documents can be shared with users, companies or groups with whom a relationship exists within the eConnect platform. There is a relationship if users are members of the same account or if a relationship has been created through the Partner feature. ...
Where can I find incoming invoices?
Invoices sent to your own organization can be found in theInbox INon the platform. There is oneInbox INper user at the top of the page, and one per organization. There is also anPurchase invoiceapp in the Apps menu where all invoices to which you ...
Creating a partner
UsersFrom oneEnvironmentThey can communicate with each other and share documents. In order to communicate with users outside an environment, the environments of both parties mustPartnersBecoming each other. Please note: atBoth partiesmust be the ...
Create user administrator
Every new user who logs in after the Administrator starts as a Basic User in your area. As an administrator, you can use the new userAdvanced userMake orAdministratorof the area. You can also create the user administrator of your organizations after ...
Setting of alerts to be received
Click on your name at the top right and go toEdit profile Set your preferences under the headingEmail me the following activities(For example, when a new document enters my inbox): Email me as: There is a new feed for me. This option sends an email ...
Conversion task process from start to finish
OneConversion taskContains a file that must be converted to an electronic invoice. Often this is a PDF invoice, or a photo of a receipt. Each task contains one document to convert. By starting the task, the best conversion method is searched and the ...
Connection to local folder via ClientConnector tool
If your financial software doesn't have a built-in e-in e-invoicing functionality, but does support exporting to or importing from a local folder, we offer the ability to connect to a local folder. In this instruction page we discuss the design of ...
Register on Peppol for sending and/or receiving
In order to be able to exchange e-invoices via the secure e-invoicing network, it is necessary to register the organization on the Peppol e-invoicing network. If the organization is activated, at least one identifier is registered on the secure ...
Provide documents to linked software
It is possible to control the entry of documents into theLinked Software. If a document does not appear to enter the software package, it can be indicated that it can be re-downloaded. When the document asDoubleIf marked, it first serves asOriginalto ...
Workflow, what exactly about it?
The workflow/workflow functionality can be purchased as an addition to an SLA subscription. For more information about the prices, please contact the sales department. What is possible? Actually, it is better to ask what is not possible. The workflow ...
Break up environment among users and organizations
There are two ways to split up an environment for users. Option one: All organizations can be put in oneEnvironmentContinue to exist. Users may be invited or excluded from specific organizations within that environment. This also applies to users ...
Other names
When changing the name of eConnection to eConnect, some concepts have also been renamed on the platform. My account -> My surroundings The naming account could be confusing because 'account' is also often seen as a user account. That is why it was ...