PerfectView API

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PerfectView API

On the tabs below you can enter the settings for linking with the PerfectView API:

 

API settings

First, enter the PerfectView API key, Database ID and User ID. Without these setting you cannot add or edit the settings on other tabs.

The keys can be generated at/obtained from PerfectView at Settings -> Links -> Api.

 

Administration

Select the PerfectView product and PerfectView VAT code to be used for invoicing from TimeWriter. The selected product must be set in PerfectView in such a way that price and description may be changed.

Select to which PerfectView relation ID must be linked with TimeWriter: Relation number, Relation code or Debtor number.

Set whether PerfectView is leading in relation to TimeWriter. If PerfectView is leading then the customer data in PerfectView is never overwritten by TimeWriter data. If PerfectView is not leading then, when generating invoices, the customer data in PerfectView is overwritten with the data set "In use" from TimeWriter (see: Invoicing -> Settings -> Customer data -> Customer invoice data). Note: In this case the organization name is also overwritten.

 

Update customers

On this tab TimeWriter customers can be updated with, linked to and imported from PerfectView customer data.

 

Supplies

The option 'Supplies' of module 'Tasks' can be used.

 

Invoicing

In the module Invoicing | Invoice you can find the next buttons:

 

The buttons above the Orders grid have the following functions:

Button

Function
weekraster_knop_nieuw

Add a new order (not based on hour bookings).
weekraster_knop_bewerk

Edit the order.
factuurlayout_knop_delete

Delete the complete order(s) and all order lines of the selected order(s).
ordergrid_knop_genereer

For hours and task to invoice, orders will be generated first, see: Generate orders.
ordergrid_knop_concept

Click to print a concept invoice to a pdf and see how the invoice will look like.

Note: the final invoice should be created with PerfectView.
button_invoicespec

Print the specification report (as set at Invoicing | Settings | Invoicing) for the selected order.
Samenvoegen

Merge orders form the same customer into one order.
ordergrid_knop_factuur

If the Order tab page is selected there is a Create invoice button. Click here to create the invoice(s) of the selected order(s). The orders will be sent to PerfectView and converted to PerfectView draft invoices. After this step the orders are moved to the tab page Invoices.

Note: At first the Invoice column will contain the TimeWriter order number.

 

Below the orders grid are the Lines and Details for line tabs of the selected order.

The buttons on the Lines tab have the following functions:

Button

Function
factuurlayout_knop_new

Add a new order line.
weekraster_knop_bewerk

Edit the order line.
factuurlayout_knop_delete

tab page Lines               : Delete the selected order line(s).

tab page Details for line: Only available with multiple detail lines. Delete the selected detail line from the order line. Duration and amount of the order line will be adjusted.
order_detail_up_down

Move the order line up/down.

 

Tab page invoices

All the invoices are visible on the tab page Invoices.

The buttons above the Invoices grid have the following functions:

Button

Function
factuurlayout_knop_delete

Delete the complete invoice.

Note: deleted invoice numbers are not used again and the invoice will not be deleted in PerfectView.
button_invoiceno

Synchronize invoice numbers with PerfectView. After invoicing to PerfectView in PerfectView draft invoices are created which will become invoices after "create invoice".
button_invoicespec

Print the invoice specification report (as set at Invoicing | Settings | Invoicing) for the selected invoice.