Tip archive – Procountor

This page includes all tips posted on the Procountor front page, from the most recent to the oldest.

Tips for 2021

24.6.2021

Customer service opening hours at Midsummer

Our customer service is open on Thursday 24.6 normally from 8.30 am to 4.00 pm. On Friday 25.6, our customer service is closed.

Please note that payment schedules may be different at banks due to Midsummer. The next banking day after Thursday, June 24, is Monday, June 28.

23.6.2021

CLOSING THE TRACKING PERIODS WHEN JUNIOR IS ENABLED

We recommend handling Junior’s uncertain posting predictions before closing the tracking periods. Partner checking report (Reporting > Reconciliation tools > Partner checking report) can be used for reviewing bookkeeping account VAT-status and VAT deduction %, to which Junior makes predictions.

More information can be found here.

16.04.2021

Procountor Junior brings AI to Procountor

In April's version release we are releasing Procountor Junior, which brings artificial intelligence to Procountor. Junior works as an assistant for the accountant by making suggestions for the postings of the purchase invoices. As Junior makes these account posting suggestions, the user’s responsibility is to check and verify their correctness.

Further information about Procountor Junior can be found here.

22.3.2021

Are you receiving Procountor's newsletters?

By receiving Procountor's newsletters you get information about topical subject regarding Procountor. Also, once a month you will receive the release notes regarding the version release of the month. The release notes are sent before the version release, so by receiving them you can familiarize yourself with the content of the version release in advance.

You can activate the newsletters for yourself on Personal inf and settings -view (Person icon on the top-right corner > personal info and settings) by selecting the setting Subscribe for Procountor newsletter. Further information about the functions of Personal info and settings view can be found here.

5.2.2021

Finago Key

Do you have a new phone or other new mobile device on which you wish to use Finago Key? Is your Finago Key app asking you to log-in to the application? No worries! Finago Key can easily be taken into use and the login process goes very smoothly, since you only need your Procountor username and one-time password to login. You can send the one-time password via SMS to your own phone number from Procountor's login page. Further instructions about taking Finago Key into use on a new mobile device and the login process to Finago Key can be found here.

27.1.2021

E-salary

E-salary is a salary channel. When using e-salary, the employee will get his/her salary slip to his/her own internet bank. When the salary slip arrives to the internet bank, the employee can view it by logging into the internet bank. E-salary can be used in all Finnish Procountor environments that have the possibility to send salary slips. Further information about implementation of e-salary can be found here.

7.1.2021

OCR technique in Procountor Mini

Did you know that it is possible to use OCR (optical character recognition) in Procountor Mini? When applying the OCR to a picture of a receipt, Mini reads the meta data from the picture and inserts it to the information of the receipt.

Further information about OCR technique and the receipt functions of Mini can be found here.

Tips for 2020

17.12.2020

Notes for the turn of the year 2020-2021

We have changed the way Procountor works to allow creating salary lists in 2020 for the year 2021. Calculating salaries for 2021 requires that the salary base of each employee is updated.

Salary bases can be updated from December 14, 2020 onwards and the instructions for this update can be found in this article. The employer contribution percentages for 2021 are available starting on December 14, 2020.

Changes made in the Incomes register income types affect some of the salary types in Procountor. The 2021-specific salary type changes will be updated to Procountor in the v46 update on December 19, 2020. After the update, the new salary types may be used on salary slips created for 2021. More information on these salary type changes can be found here.

27.10.2020

Invoice channel for Accountor Finago's invoices

When a company has the Financials version of Procountor, it is possible to choose, through which invoice channel the company wants to receive invoices from Accountor Finago. Invoice channel can be edited on Company's basic info view (Management > Company info > Basic info), if the company’s Procountor environment is in production usage, meaning that a Procountor agreement has been signed and Accountor Finago has handled the agreement. Further information can be found here.

5.10.2020

Renewing the Incomes Register certificate

The certificate for reporting to the Incomes Register is valid for two years, after which the certificate needs to be renewed. If the certificate is renewed while it is still valid, the renewal does not require strong authentication in the Incomes Register’s online service.

Is your company's Incomes Register certificate about to expire? Instructions for renewing the certificate can be found here.

10.9.2020

We in Procountor’s Customer Service team are happy to help you with any questions regarding our software. We receive hundreds of service requests each day and we handle them in the order of arrival. To us it is very important, that we can serve our customers as efficiently as possible. You can help us handle your service request efficiently by providing the following information in your service request:

- Your name and the name of your company
- Which company the service request is about? Business id?
- What is the subject of the service request? (for example, payroll, approval circulation, accounting etc.)
- What are the receipts in question? (for example, receipt type (purchase invoice, payslip etc.), receipt number etc.)
- In which part of the software the problem occurs? (for example, Search > Receipt search)
- Also, please let us know your email address, if we need to contact you via email.

We are happy to help you with Procountor!

2.8.2020

E-salary is here!

E-salary is a new feature that enables sending the salary slips efficiently to employees' own internet banks. E-salary is available in all Finnish Procountor environments that have the payroll feature. Further info can be found here.

27.7.2020

Procountor's receipt handling mobile offering is changing in August 2020. The receipt handling features from Procountor Receipts are now available in Procountor Mini app. Procountor Mini is available for users that are using the Financials version of Procountor. Users, that have the Ledger (Tallennus) version of Procountor are recommended to take eTasku’s mobile application into use as a substitute for Procountor Receipts. Procountor Mini cannot be used by Ledger customers. Further information can be found here.

2.7.2020

Is your summer holiday about to start? Are you wondering, how the approval circulation of the invoices will run during your holiday? We launched a new feature, which will make it very easy to set substitutes for users who normally approve and verify the invoices in circulation. Further information about the feature can be found here.

1.6.2020

Did you know that receipts can be photographed with Procountor Mini mobile application. Try Mini's receipt Beta feature for free (free during the summer). Download the application from application store and read instructions here.

6.5.2020

Procountor login will be restricted after 16.5.2020 when browsers Internet Explorer and Safari 9 are used. This means that Procountor will not function with these browsers anymore. Please change the use of Procountor to another browser before the deadline.

Tips for 2019

25th of November

It is possible to add row-specific comments on salary slip, which are shown on the salary slip PDF. Activate the salary row and write comment in "Additional row information" -field.

11th of November

We have recently implemented a change, where the operator ID is also forwarded with electronic invoices. If the wrong operator is on the invoice, it will result in a sending error. It's important to choose the right operator and the right e-invoice address in the customer register and on sales invoices. If you are using an integration to import invoices, check customers' operator information.

You can find more information in our manual.

4th of November

When you are searching information about salaries and cannot find it with the normal reports, you can also use the Salary certificate.

Salary certificate can be found from the menu Payroll > Employee register, when you choose one person from the list you can get certificate from Show salary certificate -button, the button is above the list of employees.

You can find more information from the link Salary certificate.

11th of November 2019

21st of October 2019

If your company bills only once a year, please note at the end of the year, that your customer's e-invoice addresses are correct, to avoid the situation that e-invoices get in error.

You can use for example TIEKE's verkkolaskuosoitteisto (could be translated as an "Electronic invoice address registes'', but this is not the official translation on the web site mentioned) to search your customer's electronic invoice address. Please note that this address register may not always be up to date. This is because each e-invoice operator only takes care of the amendments, updates and deletions of their own customer information. The best and surest way is to ensure from your customers.

Here is the link to TIEKE's website: https://verkkolaskuosoite.fi/client/index.html

14th of October 2019

Tip of the week: Video tutorials

Video tutorials have been updated!

Video tutorials are now located in the manual at the beginning of every article. They can also be accessed by clicking the Info button in Procountor that links to the manual page and the relevant video tutorial.

All the tutorials can still be found in the “Video tutorials” page in the manual, as usual.

4th of October 2019

Tip of the week: Procountor's invoices can be found from Invoicing history view

Procountor’s invoicing is run on the first weekday of the month and the transaction fees are charged in monthly invoicing after the transaction period.

More information about frequently asked questions about invoicing you will find in our manual

Frequently asked questions about invoicing

23rd of September 2019

The Reconciliation report for open invoices has only two options for Search Criteria Type from now on: Sales receivables and Purchase payables. By default, Procountor's account 1700 is counted as accounts receivable account and account 2880 is taken into account as accounts payable account.

Please note, that you can change the accounts that are taken into consideration in category accounts receivable and accounts payable in the program Management > Accounting info > Chart of accounts > Show receivable and payable accounts.

For reconciliation purposes, this is important because you can use the Show receivable and payable accounts feature to include only those accounts that are relevant for reconciliation purposes in the Reconciliation report for open invoices. You are able to use Add and Remove -buttons in the Select accounts for reconciliation report for open invoices -view, to select different accounts from the assumptions, if necessary.

More information of the view mentioned can be found here.

17th of September 2019

Post-upgrade fixes and new features for Procountor can now be found on the New features in version updates page.

Follow this link to the page.

26th of August 2019

In our latest version upgrade, we have launched the Bank accounts widget on the program's front page. Widget shows the balance and the limit of the bank account and maximum 5 bank accounts can be shown.

By default the main bank account's total available balance is shown with bigger font than the other bank account balances. The main bank account is one which have Default payment account checkbox selected in the Bank account information view.

User is able to choose which of the bank accounts should be displayed with bigger font. On the widget user can click any account name and it will appear as the main bank account.

The accounts displayed in the widget can be selected from the list behind the cog wheel icon. The list shows all bank accounts (except factoring accounts) for which bank statements arrives to Procountor.

19th of August 2019

Procountor's new version 31.0 has been released on August 17th 2019. For more information, see the guidebook or click on the link below.

Release notes 31.0

12th of August 2019

Our online manual displays multiple useful guide videos. These videos range from for example the first steps and settings when beginning to use Procountor to drafting invoices, accounting and reports.

Our guide videos can be found through this link.

5th of August 2019

In Payment reports Reporting > Payment reports you'll find Age distribution of invoices report. This report can be used for tracking accounts receivables and accounts payable by business partner and due date.

More information about Age distribution of invoices report

5th of July 2019

Especially it would be good to have rights to user management on one user not on holiday, so that changes to the user rights can be done, if necessary, to do. Also, additional approval circulation settings may need to be changed in order not to delay the processing of invoices.

More instructions here.

1st of July 2019

It is now possible to add invoice row specific attachments by clicking "Add attachment to row" button after adding files to the receipt. Invoice row specific attachments can be added to purchase, travel and expense invoices.

24th of June 2019

It is now possible to mark reference payments as Allocated elsewhere. With this feature, reference payments can be removed from the list of unallocated reference payments without allocating them to an invoice in Procountor. On Bank statements and reference payments -view by clicking Edit reference payment, you will find Allocated elsewhere -button.

More instructions here.

17th of June 2019

With the new feature Quickinfo, a user can see a quick view of all the Procountor environments that he/she has access to and the financial overview of the company.

The Quickinfo button can be found from the upper right corner of the program.

27th of May 2019

A new version of Procountor was released on 18.5.2019. We have received lots of valuable feedback from our customers and the development work continues. Your input is always appreciated as we continue developing the program. We are currently working on improving a lot of the features.

Improvements will be featured in the upcoming version updates, and some fixes have already been made during short maintenance breaks in the program.

20th of May 2019

Procountor’s invoicing is run on the first weekday of the month and the transaction fees are charged in monthly invoicing after the transaction period.

In the *Invoicing history* view you can find out, which receipt numbers are covered by the invoice. The specification is only available, if the invoices have been received as electronic invoices from Accountor Finago Oy.

If you want to change your product package, you can simply sent us an e-mail to hallinto@procountor.com and tell us which package you would like to change to. For changing the product package, we will charge 50,00€ + VAT 24%.

More information about frequently asked questions about invoicing you will find in our manual

Frequently asked questions about invoicing

29th of April

18th of April

If there is a situation that the salary has been reported with wrong insurance exceptions to the income register the correction should be done as following:

Invalidate the earnings payment report and make a new credit (exact the same salary slip as the original slip but with different signs). Mark both, the original and the credit slip as “Do not include in any report”. Make a new slip with the right insurance exceptions and report it to the income register.

8th of April

Thank you for being in touch with us, happy teammates of the Finago Procountor customer service. We receive hundreds of service requests per day, which we handle in their order of arrival. It is in our heart to serve our customers efficiently in all program-related issues. You will ensure a quick and flexible proceeding when you notice the following:

- tell your own and your company name
- Which company information do you handle, the company ID?
- what is the topic of contact?
- salaries / acceptance of circulation
- what are the supporting documents for your case?
- receipt (purchase invoice / payroll)
- Document number
- where are you in the program when the problem occurs?
- Purchases > New Purchase Invoice
- also tell your email address so we can be sure that we will reach you if the case continues for longer

We are happy to answer any questions you may have about using the software.

1st of April

In addition to the notifications on Procountor's front page, Procountor's current disruptions are reported also in our online manual. This page is a useful information channel especially if logging into Procountor is not possible.

On this page we add notifications about general error situations that affect the use of Procountor and update these notifications with additional information. We also update the notification once the situation has been fixed.

In addition, we also list the last month's disruption info on the Disruption info archive -page.

25th of March

20.5.2019

Procountor’s invoicing is run on the first weekday of the month and the transaction fees are charged in monthly invoicing after the transaction period.

More information about frequently asked questions about invoicing you will find in our manual

Frequently asked questions about invoicing

18 March 2019

We released a new discussion feature in Procountor and Mini. You can now have an invoice specific discussion on the invoice view, verification view, payment view, accounting view and dimensions view. The discussion is available for anyone who has the user rights to view the invoice. In the discussion view, you can also follow invoice status changes.

To open the discussion view, select Discussion button on the invoice view.

More information can be found in the software manual: Invoice specific discussion

11 March 2019

The new '''Insurance payment report''' can be found in ''Payroll (new) > Salary slip search''. It shows Employer and Employee contributions by salary slips in the search results.

Read more about the report in our manual: Insurance payment report

4 March 2019

A new Invoicing history view has been added to Procountor. The view shows invoice specifications (receipts and additional services) for invoices concerning Procountor service charges, which have been received as einvoice from October 2018 onwards.

21 January 2019

The employer's separate report is also made when only paying travel invoices.

If the employer has paid only tax-free reimbursements of expenses, such as tax-free kilometre allowances,the amount of health insurance contribution given in the separate report is EUR 0.

Read more about the employer's separate report in the income register's guide

14 January 2019

In case Tulorekisteri has rejected an Earnings payment report that has been sent from Procountor, the status of the earning payment report will be updated to ''Sending error''. You can find the error message, which includes information about the cause of the rejection, by clicking '''Show error message''' in the Event history column.

After having fixed the salary information etc. according to the error message, create and send a new earnings payment report.

7 January 2019

To send reports to Incomes Register, you will need a certificate available from the Incomes Register’s certificate service. After having retrieved one or more certificates to Procountor, you can choose which certificate you are using in you own information and settings.

Tips for 2018

24 December 2018

Year 2018 is almost over. The things to remember for the coming new year are listed here:

Notes for the turn of the year 2018-2019

17 December 2018

Is the payday of the salaries December 31st in your company? We recommend the payment of the salaries well in advance, please check the bank-specific payment schedules for salaries. If the actual payday is forwarded to 2019 because of a payment error, the salaries must be reported to Incomes register in 5 days.

Bank-specific schedules for salaries
Incomes register

10 December 2018

Incomes Register certificate can be obtained via the Incomes Register’s e-service until 14th of December. Certificates may not be retrieved between 15 December 2018 and 1 January 2019 due to service downtime.

More information about Obtaining the certificate.

3 December 2018

OpusCapita announced a new operator ID E204503 on June 1, 2018. OpusCapita will continue to support the existing old operator ID 003710948874 until the end of 2018. After 1.1.2019 the old operator ID 003710948874 is no longer supported.

Please inform your suppliers about the new operator ID to ensure they have your up-to-date billing information. All e-invoices that have been sent with the old operator ID will be rejected after 1.1.2019.

For informing your suppliers it is handy to use our Group letter -feature. This feature can be found under Registers > Group letter > New group letter.

More information on Group letter can be found here.

The new operator ID E204503 has been updated into Procountor October 26 2018 and has been automatically updated on the following parts:
- The company's own E-Invoicing information in Procountor
- The company's business partner register
- The Electronic invoice operator -menu on invoices

26 November 2018

The new Procountor salary types are mapped to the income types of Incomes Register. All the salary types and their mappings can be found in our manual. It is also possible to create salary base templates (Management > Salary info (new) > Salary base template management), which can be added to the employees after the salary base has been published in December.

New salary types

19 November 2018

Procountor 's new version 26.0 has been released on November 17, 2017. Read more about the new features from our Version Release Notes.

In this release we made updates to the new salary module:

- New salary base template

- New salary types and –categories

- Editing salary info for multiple employees

Please note, that it is not possible to create salary slips from present payroll module, if payday of the slip is in 2019. When creating salary slip with payday in 2019 this has to be done from the new payroll module.

11 November 2018

Reporting to the Incomes Register from Procountor will be implemented using the Incomes Register’s certificate service. This certificate may be obtained from the Incomes Register’s service by a person with the authority to sign for a company using Procountor.

By logging in to the income register service, this person receives two credentials (a transfer ID and a password). These passwords are filled in in Procountor under '' Notifications > Incomes Register > Certificate ''.

The person who fills in the credentials in the program should all rights to "Notifications". Please note that the credentials may include both smaller case and upper case letters. The credentials should, if possible, be copy pasted rather than put in manually, since for example the upper case letter I (i) may be otherwise confused with the smaller case letter l (l).

Once the certificate has been obtained for Procountor, the right to use the certificate can be shared with select persons via the management of user rights. Several users can use the same certificate. For example, the employees of an accounting firm can share the access rights to the certificate with the accounting firm’s corporate customers.

For more information see our guide

5 November 2018

It is recommended that the Procountor main user regularly checks the privileges given to users in Procountor and reminds users to update any changes to their contact details (mobile phone number and e-mail address) in the Personal Information and settings view. Procountor support checks the user rights and the contact information stored in the Personal Information and settings view when we send passwords and other confidential information to our customers.

22 October 2018

Personal informations are good to have up-to-date in Procountor, so that you can get example lost password via text message.

Personal informations are managed in Management - Personal information and settings.

23 July 2018

Procountor Key application enables easy and secure login to Procountor without one-time passwords. All you need is a username and a password, and you can then confirm your login in Procountor Key.

The application is free for all Procountor users and available for iOs, Android and Windows Phone devices.

You may switch back to using one-time passwords from using Procountor Key anytime.

Learn more about the Procountor Key application in our user manual.

16 July 2018

In addition you must set the employees’ Holiday code according to the appropriate accumulation rule in Salaries Employee info Show salary info Holiday salary info.

In section Salaries Employee info Salary info Holiday rights you can find information on accumulated and used holidays by holiday year and month.

Learn more about the automatic holiday calculation in our user manual.

9 July 2018

The customer service helps you with all the problems related to the use of the software. You can contact us by calling to 020 7879 840 (Monday-Thursday 8:30–16:00, Friday 8:30–12:00) or by sending us an email asiakaspalvelu@procountor.com.

If you have trouble with the size of your Procountor package our sales team is eager to help you to decide the perfect package for your company. You may contact them by phone 020 7879 830 or by email myynti@finago.com.

If you have any questions related to your invoice from Procountor our Invoicing will answer all your questions. You can contact them by calling to 020 785 1390 (Monday-Friday klo 9.00–12.00) or by email laskutus@procountor.com.

25 June 2018

The Business partner report section allows you to print reports on business partners specified by several different search conditions. The report can be found in Reports Register reports Business partner report.

The report can be opened in following formats: HTML, Excel or the Detailed report, through which you can drill down to business partner register information.

More information about the report can be found in our user manual

18 June 2018

The manual can be found in the middle of the Procountor's front page at the back of the left-hand side ?-button.

11 June 2018

For the user, the most convenient thing is, if all of the Procountor environments that he/she has been given access to, are under the same username.

Procountor usernames do not have any special format. Therefore, it is extremely important to ask a new user to confirm the correct format of their existing username, preferably in writing.

In this way, the company's Procountor administrator can be sure that the right person is added to the company's Procountor environment. In this way the company is also helping to prevent potential personal data security breach associated with the General Data Protection Regulation (GDPR).

Learn more about adding an existing username

Learn more about GDPR: Finago Procountor manual & Accountor.com

4 June 2018

We recommend checking the user rights given to different users and updating your own contact information in Procountor. Procountor support checks the user rights and contact information when we return password and other sensitive information.

28 May 2018

Remember to update your email and mobile phone number to your Personal information. Updated contact information is vital because for security reasons Customer Service can only send forgotten credentials to the contact info found in the Personal information.

Use the international prefix when saving your phone number (e.g. +358 50 xxx xxxx).

21 May 2018

The Group invoice function can be used to create one or more invoices simultaneously, for sending to one or more business partners. It is suitable for sending identical invoices.

By choosing Group invoice type you can determine whether to send number of invoices at the specified invoicing intervals or whether to send only a single invoice with multiple due dates.

More information can be found from our user manual.

14 May 2018

It's especially important that someone who's not on holiday has rights to user management, so that changes to user rights can be done during holiday season, if necessary. Also, approval circulation settings may need to be changed to avoid delay in processing of invoices.

You can find more information about user rights and approval circulation in our user manual.

7 May 2018

A new report Transactions by dimensions is found in the Accounting report type menu on Accounting reports view. The report shows accounting entries specified by dimensions and the accounting value allocated to each dimension item.

More information on the report can be found in our user manual

30 April 2018

The new graphical Register-dimension report can be used to monitor dimension data allocated to products and business partners.

This report can be found in Reports Register-dimension reporting

16 April 2018

The EU General Data Protection Regulation (“GDPR”) will tighten requirements for the processing of personal data, as well as bring completely new obligations for companies on 25th of May 2018. The purpose is to improve the protection of personal data.

We have put together some frequently asked questions about GDPR on our website.

9 April 2018

In the Salary periods view you can manage the company's salary periods, which affect holiday calculation and speed up the creation of a payroll. The Create salary periods function automatically creates all salary periods for the holiday year according to defaults in Management Salary info Salary periods. You can create new salary list in Salaries New salary list by using the created salary periods.

If the salary period length is always exactly one week or two weeks, you cannot use predefined salary periods, because the period can range to two different months.

You can find more information about the salary periods and how to create them from our online manual.

2 April 2018

Managing tracking periods can be done in: Management Accounting info Fiscal year, there choose year in question and then from the top menu bar click Edit tracking periods.

You can find more info from our user manual

26 March 2018

We will keep the option having e-mail as a salary channel after GDPR takes place. Companies can decide in user settings whether they wish to keep e-mail as a salary channel or not.

Please note that we will not make any changes into existing settings. If your company has set e-mail as their salary channel, this setting will not change after GDPR. It is possible for you to disable the setting if you wish.

These updates will be completed before GDPR comes into force in May. It is possible to create users id's for employees so that there is no need to send pay slips but employees can log in to Procountor in order to view their pay slips.

19 March 2018

New graphical report Management reporting by dimension can be used to monitor and compare the periodic and cumulative development of the Income Statement or Balance Sheet for the selected period and the comparison period by dimension items.

The report shows also budgeted details. The report data can be shown monthly or quarterly in graphical format. The new report can be found in Reports Management reporting by dimension.

There are also new Table reports in the system. Table reports include e.g. new Collection and late payment fees report and Payment behavior report.

More information on the reports can be found in the software manual.

12 March 2018

We will unify Finago's customer service hours. From Monday 19th of March, You can contact us by phone or chat Mon-Thu 8:30–16.00, Fri 8:30–12:00.

5 March 2018

Use the international prefix when saving your phone number (e.g. +358 50 xxx xxxx).

26 February 2018

Thank you for being in touch with us, happy team mates of the Finago Procountor customer service. We receive hundreds of service requests per day, which we handle in their order of arrival.

It is in our heart to serve our customers efficiently in all program-related issues. You will ensure a quick and flexible proceeding when you notice the following:

tell your own and your company name
Which company information do you handle, the company ID?
what is the topic of contact? (for example Salaries or Acceptance of circulation
what are the supporting documents for your case? receipt (purchase invoice / payroll) and document number)
where are you in the program when the problem occurs? (for example Purchases New Purchase Invoice
also tell your email address so we can be sure that we will reach you if the case continues for longer

We are happy to answer any questions you may have about using the software.

19 February 2018

Our income tax return form is drafted according to the data format specification received from the Tax Authority. If there is are any question regarding the fields or you receive an error message regarding some specific field in Procountor, it may be recommended to check the data format specification from the Tax authority’s web page.

12 February 2018

When the Employees’ Pension Act contract (TyEL contract) changes, you must make the corresponding changes in Procountor.

Save the new TyEL contract by clicking on the Add button in Management Salary information Employees’ Pension Act contracts.

You must also update employee information based on the new contract, so that the information on future Employees’ Pension Act notices will be correct. You can do this at Salaries Employee information.

You can select all employees whose TyEL contracts you wish to change (Edit multiple salary informations) at once from the search results. Once you have selected the employees you wish to edit, click on Edit selected in order to change their TyEL contracts.

5 February 2018

Frequent questions in the customer service and answers to them. You can find them in the user manual: Frequently asked questions

29 January 2018

Procountor has a new Disruption info page at the online manual where we inform customers about situations that affect Procountor, the page can be found at the Bell-icon at the top off the page.

We will add general information about the situations and when they are solved.

8 January 2018

When sending a sales invoice, the invoice is automatically sent from the program three days before the invoice date. Until that the sending can be canceled if needed. You can find the invoices to be sent on Sales Sales reports Invoices to be sent.

If the invoice date is same as the sending date or the invoice date is in the past, the invoice is sent right after pressing the Send button.

1 January 2018

Procountor have a functionality for retrospectively changing the paydays of salary slips.

If the salary slip has not yet been reported to the Finnish Tax Administration with an own-initiative tax return, the salary slip’s date can be changed even after the salary has been sent/paid by clicking the Change payday button.

Tips for 2017

22 December 2017

You can search for transactions with several search criteria and by combining them. It is mandatory to choose the bank account/accounts in question after which you can search by:

time period,
bank statement number,
payer’s name in the bank statement,
message,
entry description or
the sum

It's worth noting that when searching for withdrawals you need to add a minus sign in front of the sum.

18 December 2017

Year 2017 is almost over. The things to remember for the coming new year are listed here (in Finnish)

4 December 2017

You can now use Procountor to request the tax card details of employees directly from the Finnish Tax Administration. The function can be found in Salaries Direct transfer of tax cards.

You can use the direct transfer function to request standard tax cards valid from February 1. Direct transfer requests can be made for persons with an SSN and account number registered in the person register, provided that the employee’s mandatory data fields have been filled.

27 November 2017

It is easily to ask software related issues from our chat which you can find in our online manual. Please notice that we cannot handle any specific company details in chat for security reasons.

In more complex issues you can contact our Customer Service by phone or email: Monday - Thursday 8:30-15:30, Friday 8:30-12:00 / phone +358 20 7879 840 / asiakaspalvelu@procountor.com

20 November 2017

It is possible to edit multiple accounting rows of a receipt at the same time by choosing Edit selected (x) button. This button is active when at least two accounting rows are selected. This is an easy way to change the following information on the receipt: Account, VAT%, VAT status, Balance sheet item and Transaction description.

13 November 2017

Occasionally there may be questions regarding Procountor’s invoicing, such as Why have I received a payment reminder? or Why have I received Procountor’s invoice by mail even though I would like to receive invoices as electronic invoices? Mostly the issues are resolved by asking from our invoicing, but our manual also lists some of these issues and their answers

You can contact our invoicing by e-mail laskutus@procountor.com or by calling +358 20 7851 390 (weekdays at 9 a.m. – noon)

6 November 2017

When employee gets a new tax card, the information of revised tax card should be added to Procountor Salaries Employee info Show salary info. When Revised tax card box is ticked, the current date is automatically displayed by default in the Tax card date field next to it. This is to specify from which payment date salaries have to be considered in the tax card.

With Tax card A and Tax-at-source card, the tick in the Revised tax card box means only that the term Revised tax card is printed out to employee's salary slips. It has no impact on salary calculation.

When you change to a new tax card B, Tax deduction card for additional income or Graded income tax card in the middle of the year, the Tax Administration has already been informed of the salaries earned during the year. Procountor doesn't take into account the salary slips from the start of the year. Payroll clerks must ensure that the Income from other salaries field is empty when he/she enters a revised tax card for an employee.

30 October 2017

Default products can be added for business partners (customer, supplier, person). These products will automatically be added to their new invoices. Each default product can be saved with customer specific prices and discounts etc. which will only be used when the next invoice is created for the business partner in question.

Default products are added by opening the business partner’s information page, going to Defaults Default products and clicking Add. The product is retrieved from the product register with the general register information, which can be edited on the default product.

23 October 2017

In Invoice transaction information, you can examine the selected invoice in greater detail. You can open the Invoice transaction information view by clicking on the More actions button in the Receipt search function.

16 October 2017

BIS button which can be found on customer register and supplier register is now renewed. Now it is possible to import customer and supplier data from YTJ Business Information System directly to Procountor by searching with company ID.

9 October 2017

Several improvements have been added to Payroll in the latest version release:

Payday as new selection criteria in salary slip search
Payday as new column in search results of salary slip search view
Social security number can now be hidden on salary slips. You are able to set the way social security number is presented from usage settings

2 October 2017

The Procountor Mini is a new Mobile Access Platform from Procountor, developed to ease and enhance the entrepreneur's financial management regardless of the location. In the future, the most important tasks requiring business user response can be made quickly by mobile phones or tablets as Procountor Mini will also work with web browsers. As a first feature, we will publish the invoice verification and approval in Mini. During the end of the year, we will be developing travel and expense invoice creation feature, as well as adding the possibility of exception in the approval circulation and comment feature.

25 September 2017

Have you noticed, that at the top right corner of Procountor's front page there is a new shopping bag button, which you can click to see a list of optional additional services that you are able to ordered.

18 September 2017

In Payment reports Reporting Payment reports you'll find Age distribution of invoices report. This report can be used for tracking accounts receivables and accounts payable by business partner and due date.

More information about the report can be found here.

11 September 2017

You can select the information displayed on Procountor’s front page by clicking on the Customise front page button which can be found behind the Person icon in the top-right corner. You can choose from the widgets such as Sales development or Invoices waiting for verification.

More information about how to customise Procountor's front page can be found here.

4 September 2017

The way a receipt can be handled depends on the status it is in. The status of a receipt also affects whether or not the receipt is included in reports and in the tax return for self-assessed taxes. Our Guide Book explains the different statuses of sales invoices, purchase, travel and expense invoices, salary slips, journal receipts, sales orders and tenders and purchase orders.

28 August 2017

In Management Company info Basic info Contact Persons you can define all different contact persons and their contact information.

The Contact persons section shows the contact information of the company’s CEO, chairman of the board, accountant, payroll accountant and Procountor main user. This information is used, for example, in Procountor’s communication and as default information.

In example, Invoicing contact person and Payroll accountant contact informations are shown on invoices and salary slip footers.

Email address of the invoicing contact person is also the default sender address of outbound electronic invoices.

21 August 2017

Information on browser specific pop-up settings is available here.

14 August 2017

While creating a salary slip you are able to check from our manual what kind of deductions are made on Procountor’s different salary categories and whether the deductions have an affect on gross and net salary.

If a suitable salary category can not be found on the list of salary types, it is possible to choose another salary type and rename it with the row information. Before adding the row information and changing the name of the salary type, remember to check that the effects of salary category on gross and net salary are correct.

Read more about the nine salary categories found on Procountor here.

7 August 2017

There is a search box at the top left corner of Procountor. You can use the search box to search for example receipts by their number or by the name of the business partner. You can also use the search box to find different functions in Procountor by writing the name of the function you are looking for.

31 July 2017

It is possible to make automatic calculations on accumulate holiday rights in Procountor. In order to use the automatic holiday calculation you must enter salary periods in Management Salary info Salary periods and you must also use those periods when calculating salaries.

In addition you must set the employees’ Holiday code according to the appropriate accumulation rule in Salaries Employee info Show salary info Holiday salary info.

In section Salaries Employee info Salary info Holiday rights you can find information on accumulated and used holidays by holiday year and month.

Learn more about the automatic holiday calculation here.

24 July 2017

Remember to update your current email address and mobile phone number to your Personal information. Updated contact information is extremely important because for security reasons our Customer Service can only send forgotten credentials to the contact info found in your Personal information.

Use the international prefix when saving your phone number (e.g. +358 50 xxx xxxx).

17 July 2017

The Announcements widget on the front page can be used to display internal announcements for users in the environment. New announcements are added by clicking the wheel button on Announcements and choosing Personal announcements. Next, the announcement title, text and the dates when the announcement is visible are selected. The announcement can also be hidden from other users or highlighted, which will change the font color of the announcement title.

11 July 2017

During summer holiday season, it's important to pay attention to user rights so that payments and other functions can be handled also during the holidays. For example, before the main user is leaving for their holiday, another user should be given similar rights as the main user. It's especially important that someone who's not on holiday has rights to user management, so that changes to user rights can be done during holiday season, if necessary. Also, approval circulation settings may need to be changed to avoid delay in processing of invoices.

You can find more information about user rights and approval circulation in the links below:

Users and privileges

Approval circulation

3 July 2017

Edit multiple business partners function allows you to edit the register information of several business partners at the same time. Edit multiple business partners function can be accessed through Edit multiple button found in Registers > Business partners.

26 June 2017

Please check that the email address saved in Procountor at Management > Personal information and settings is valid. This address is used as the recipient’s address for notifications related to the approval circulation of purchase invoices, and Procountor’s customer information is always sent to the address in this field. Any error messages with regard to payments and e-invoices are also sent to this address.

12 June 2017

Group dimensioning tool is now available for all users. Group dimensioning enables dimensioning of multiple invoices at the same time. More information about the Group dimensioning tool can be found from our online manual. Our customer service is also happy to assist you with the questions.

5 June 2017

Procountor API (Application Programming Interface) is a programming interface which allows making queries from another software to Procountor. The interface can be used to build value-added integrations between both commercial software and enterprise systems and Procountor. From the technological aspect, Procountor API is based on REST (Representational State Transfer) technology, taking advantage of HTTP and supporting JSON format (at least for now the only format, probably also XML later on). OAuth2 process is used for authentication. For our public documentation, visit the separate web site at https://dev.procountor.com/. For general questions related to the Procountor API, and for additional order orders, our integration experts can be reached at integrations@procountor.com.

You can find more information about Procountor API in our manual.

22 May 2017

The Business partner report section allows you to print reports on business partners specified by several different search conditions. The report can be found in Reports>Register reports>Business partner report.

The report can be opened in following formats: HTML, Excel or the Detailed report, through which you can drill down to business partner register information.

More information about the report can be found in the software manual:
Business partner report

8 May 2017

You can find more information about user rights and approval circulation in the links below:

Users and privileges

Approval circulation

28 April 2017

Procountor’s default financial statement template has been updated according to the new PMA. Main amendments concern the required attachments, especially regarding capital and reserves. Customized financial statement templates based on the old default statement can still be used. The financial statement template according to the KPA will later be available in the manual. The old default financial statement template can still be downloaded from the manual if needed.

24 April 2017

When your company wants to receive electronic invoices from the suppliers, you have to inform them your electronic invoice address, operator ID and electronical Data Interchange ID (EDI).

For informing your suppliers it is handy to use our group letter -feature. With that feature you can choose to whom you want to send it. This feature can be found under Registers > Group letter > New group letter. We have made an example template for this and you can find it from here: Group letter

3 April 2017

This page describes methods for saving information from Procountor in the form of printed reports, for example in cases when information must be forwarded or the customer ends the use of the software.

Please use this link: Saving information from Procountor

20 March 2017

Business partners and products in registers can be assigned to business partner and product groups, which can be used in e.g. reports and as search criteria. For example, customer groups can be edited in the customer register by clicking the button Customer groups. In this view, new groups can be created and the customers belonging to it can be managed. The customer can also be assigned to a group in the customer information page. Read more in our manual:

Business partner groups

Product groups

13 March 2017

We have released new graphical salaries reports, with the new reports you can follow salaries progress by different salary types or personnel groups. The reports can be found from the path Reports > Salaries reporting.

6 March 2017

We have released new graphical purchase reports. Reports can be generated as purchases per supplier, purchases per supplier group, purchases per product or purchases per product group. At the interface new graphical purchase reports can be found from the path: Reports > Purchase reporting.

27 February 2017

We have updated income tax returns forms 6B and 6C with attachments for the year 2017. We have also updated income tax return form no. 5. with chart of accounts mappings. It is now possible to return an "approved" tax return back to "unfinished" and user can also see the return´s event history log.

20 February 2017

We have added to the Tax return for self-assessed taxes view a new report from where user can view specified details of the tax returns. The report can be found in the program from view Notifications -> Tax return for self-assessed taxes and continue to the top left of the View report button on the back.

The report includes the following details of the returns:

VAT period
VAT summaries that have been added to the return
Possible corrective announcements that have been made to the same tax period
Employer’s contributions information
Sum, creator, created date and due date
Announcements status and sent-information

13 February 2017

Procountor Key application is now available for Windows Phone devices.

More information of Procountor Key you will find from our online manual: Procountor Key

6 Febryary 2017

Employee info can be found in Salaries>Employee info. In Employee info you can add, view and edit information related to a persons' salaries. Information in Salary info is used in creating the person's salary base, which is the basis for salary slips.

More information on the employee info and basic salary info can be found in the software manual:

Employee info

Basic salary info – what it affects

30 January 2017

When the status of a payment transaction is Payment queued, the payment is waiting for the next automatic bank transfer of the payment day set to the payment. At this point, the payment can still be cancelled using button Cancel payment on the Payment view of the invoice. When the status of the payment is Payment sent to bank, the payment has already been transferred to the bank and it can no longer be cancelled.

Detailed instructions on cancelling a payment and information about Procountor's payment schedules

23 January 2017

Those purchase invoices, travel invoices, expense invoices, salaries and periodic tax returns that have not been automatically allocated as paid according to the bank statement, and thus remain in the Payment sent to bank status, are compiled on the Payment transactions/Focus payments list.

You can find more information from our online manual: Focus payments

16 January 2017

The closure of the financial year will automatically make a transfer to account Profit for the year. Profit for the year must be transferred to the new financial year in a separate Journal receipt. This must be done before the next financial statements.

For example, if you want to transfer the profit to retained earnings postings are made as follows: profit postings 2370/2250 and loss postings 2250/2370.

9 January 2017

1. Make sure the changes are marked in company-specific and employee-specific percentages if diverging from the default values.

Company-specific information, such as the employer's TyEL, group life insurance and accident insurance percentages, can be edited in Procountor by going to Management > Salary info > Salary payment info.
Employee-specific accident insurance percentages can be edited by going to Salaries > Employee info > Show salary info.

You can return from company-specific figures to figures administered by Procountor by removing the entered figures, i.e. emptying the fields mentioned above.

2. Enter new tax card information in Procountor by going to Salaries > Employee info > Show salary info. Usually this is carried out before calculating February salaries.

3. Check all the information in the employees’ salary base.There have been changes to the calculation principles of fringe benefits, which means that the values of the apartment and car benefits, for instance, must be updated.

2 January 2017

Tax processes changed at the beginning of 2017. They especially affect those who file and pay self-assessed taxes such as VAT and employers' contributions. More information about Tax Return for Self-Assessed Taxes.

Tips for 2016

26 December 2016

The scanning service automatically reads information from incoming invoices, PDF- and TIFF-file attachments from emails are read automatically by a computer program. Invoices that are sent to the service as letters are scanned and saved as images, information is read by a computer program from the images. Reading the information is not always 100 % accurate, the information is read as well as possible but you have to check the invoices when they come to Procountor. The scanned images of the invoice and the email attachments are saved in Procountor as the invoices attachments, you can check the correct information of the invoice from them. You can read in more detail what is read from the invoices here:

Optical interpretation of invoices

If the scanning service ads a Sum difference row to the invoice or some information is missing you can fix the invoice and process it normally.

19 December 2016

New search criteria can be added in every invoice search view. Invoices can be searched with e.g. their invoice channel or additional information. The search criterion Invoice transaction information allows searching for invoices with their event information, such as receiving, approving and sending. First the event type is chosen in the search criterion. Then it is possible to specify who has been the initiator of the event and in which time frame should the event fit in.

12 December 2016

External financing -function in Procountor enables you to create invoices with finance information and sending it to finance company in finvoice format.

External financing is enabled in Company information/Usage settings/External financing settings, by ticking Is external financing in use?. After the item has been ticked, the section Financing contracts will appear in the main menu section Management > Company information.

5 December 2016

You must enable pop-up windows in your browser settings in order to enable Procountor to open files that open in a new window, such as reports exported to HTML, PDF or Excel format and the list of single-use passwords. Information on browser-specific pop-up settings is available on the manual page Browsers and Java.

28 November 2016

We released a new sales report, which describes data from the sales invoices. Reports can be generated out of sales per customer, sales per customer group, sales per product and sales per product group. Reports that are being released now are based on invoice date and invoice rows. We are continuing development of graphical reports and more reports are set to be released in the next version release

You can find the report in Reports > Sales reporting.

21 November 2016

The product data import file can be used to supplement Procountor's product register or change the information of products in the register. This feature is useful for example when you need to transfer the product register from another software to Procountor or if you want to change some specific information of several products at once.

It is possible to give on the import file the product's VAT status which is the essential control information of Procountor's VAT processing. VAT status can be given in column N on the csv file.

For example, invoice information may be imported in CSV file format as follows:

Invoices are allocated to business partners in the following order:

1. Business ID/SSN/VAT number, field 5 (E)
2. Bank account (not on sales invoices), field 4 (D)
3. Customer number, field 32 (AF)

Invoice rows are allocated to the product register in the following order:

1. Product code, field 3 (C)

Invoices are posted in the following order:

1. According to the product’s default account if the invoice will be posted by row
2. According to the business partner’s default accounts
3. According to the company’s default accounts

Invoices are dimensioned in the following order:

1. According to dimensioning records
2. According to the product’s default dimensions
3. According to the business partner’s default dimensions

The description of the import file and additional information of importing products to Procountor you can find from our online manual:

Product data import file

14 November 2016

From Accounting > Ledger entry tool (new) you can find the new tool designed for more effective entry of transactions. The button Paste transactions opens up a new window into which you can paste ledger transactions as text.

You can find additional info from our user manual: Ledger entry tool (new)

7 November 2016

Internal tracking can be done in Procountor using dimensions i.e. internal tracking objects. By using dimensions, transactions can be allocated to different tracking objects, such as projects or cost centers.

More information on dimensions.

24 October 2016

Currency rate search density can be found in Management > Company info > Basic info. In the Currency rates Procountor - course means that the company uses the same currency rate the whole year.

Procountor’s rate is not the same rate that is used when debiting the bank account. When you make a payment in other currency than Euro, the bank always updates the payments according to the proper exchange rate.

Currency rate search density can also be the last-day-of-the-month rate or the daily rate.

Currency rate search density

17 October 2016

There is a checksum on Swedish VAT-number, which automatically adds 01 at end of the VAT-number. Also in Business partner register VAT-number should be added without 01-ending, because it will be added automatically.

10 October 2016

Procountor can forward past-due sales invoices automatically to the payment reminder and debt-collection service of Trust Kapital Group, Svea Ekonomi and Visma Duetto Ltd. Services are free of charge for the Procountor users.

These invoices are selected and sent from the Search for open invoices function. Debt-collection services settles the cash transactions received for its assignments as reference payments, and these will be automatically allocated to the sales and purchase ledger. If payments are allocated to invoices forwarded to the debt-collection services through the Procountor interface, they'll be notified of this automatically.

More information about debt-collection services.

3 October 2016

The Group invoice function can be used to create one or more invoices simultaneously, for sending to one or more business partners. You can use the Group invoice function for purposes such as sending identical invoices, e.g. for fixed annual fees, to a group of customers. More information about Group invoice.

26 September 2016

In our version release on Saturday the 24th of September we added a possibility to order lost user credentials after customer service is closed. New Problems with signing in? –functionalities allow you to ask for the lost username and reset lost password. If you have lost your password list or can’t use Procountor Key, you can order one-time password via sms. More information about resetting is available from our user manual.

Please kindly check the Personal Information and setting -view, that you have updated your email-address and mobile phone number in international format (eg, + 35850xxxxxxx) to field Mobile phone number with country code.

19 September 2016

A printable receipt can be created by activating the payment's transaction row on a bank statement and then pressing the Receipt button. The language of the receipt is determined by the language that user has chosen in the Personal information and settings view.

More information about bank statements and reference payments

12 September 2016

The invoices that have been sent are added to the list called Invoices to be sent. They are sent from the list on or before their invoice date. The sending of the invoices can be cancelled in Registers > Register reports > Invoices to be sent.

Read more in our user manual: Invoices to be sent

5 September 2016

Balance sheet item field will be displayed on the accounting page of vouchers if the setting Show balance sheet items on accounting page has been selected in the Usage settings. Field is available for balance sheet transactions, any numbers or text can be used. Using this field can make creation of the balance sheet specifications easier as open balance sheet items can be searched using the Search open balance sheet items function, which retrieves all transaction where Balance sheet item has been used on the transactions and calculates the corresponding open balance sheet balances.

28 August 2016

Remember to update your email and mobile phone number to your Personal information. Updated contact information is vital because for security reasons Customer Service can only send forgotten credentials to the contact info found in the Personal information. Use the international prefix when saving your phone number (e.g. +358 50 xxx xxxx).

22 August 2016

In Procountor's main menu Management > Import data you can find a feature with which it is possible to import data in a specified form to Procountor. The feature is useful for example when you are starting to use Procountor and want to import the customer or product register from another software or when you need to save the accounting data from previous years.

The feature can be also used to import invoice data for example from ERP to Procountor more continuously. The salary data import file is often used for example when there is a need to import information from a shift planning software to salary accounting.

15 August 2016

You can find customer services frequently asked questions from our customer manual. You can find answers in FAQ for example to following questions:

Why have the payments not been sent?
The income statement and balance sheet do not balance, what shall I do?
I have lost my user ID or password, what shall I do?

8 August 2016

If you wish to add a message in the payment, you can enter it in the Order reference field. If the purchase invoice contains an entry in the Order reference field, it is displayed in the Message field on Payment view.

Alternatively, text can be entered in the Message field on Payment view.

1 August 2016

Order reference and message fields in Procountor

If you wish to add a message in the payment, you can enter it in the Order reference field. If the purchase invoice contains an entry in the Order reference field, it is displayed in the Message field on Payment view. Alternatively, text can be entered in the Message field on Payment view.

22 July 2016

New search criterion and saving searches for later use.

Procountor search pages have few search criterions ready but you can add more from the New search criterion dropdown menu. Once you have chosen the criterion you want to add from the list just press the plus button next to the New search criterion field, you can remove the added search criterion from the button next to the criterions field. Once you remove the search criterion it goes back to the New search criterion list where you can find it again later.

You can also save searches that you use often, just add search criterions and save the search from the My searches buttons dropdown menu. Saved searches can be chosen later from the My searches buttons dropdown menu.

18 July 2016

Please kindly check the Personal Information and settings view, that you have updated your mobile phone number in international format (eg, + 35850xxxxxxx) to field Mobile phone number with country code.

When you have saved your mobile phone number to this field, you are able to order the next one time password with an SMS message to your mobile phone from the login page, if necessary.

You will find the view as follows: the person icon (icon is located at the top, on the right side of the program and offers a list in your own name) > Personal Information and settings.

Please note that there are two options to save your phone number, but the order request of next changing password does not know how to read saved numbers from the Phone -field.

11 July 2016

In Payments > Payment reports you can find Outgoing payments transaction report that shows transactions made from Procountor and their current status. This report can be used, for example, to check which payments are under the status Payment queued and what is set as their payment date i.e. when they will be transfered to bank.

27 June 2016

We recommend that each user has only one username in Procountor. Existing username can be added to an environment in the view 'Users and privileges'. Press the button 'Add user' and then select the option 'Set an external username as the user' from the list.

20 June 2016

By using Procountor key shortcuts, you can apply the most commonly used functions without the mouse. Shortcuts are shown, when you keep CTRL button pressed. Shortcuts view will appear at the bottom right in Procountor. More info can be found from our online manual.

13 June 2016

VAT Statuses EU 24/14/10/0% (product/service) are used for community purchases made from EU Member States. Percentage of the status corresponds to the product’s/service’s VAT rate in Finland. No VAT is entered in the actual accounting entry (the percentage is 0%). If the purchase is not deductible or it's partly deductible the VAT deduction rigt must be changed. The default value is 100% (100% deductible). If the VAT on the invoice is not deductible, the VAT debt and cost accounts must then be adjusted on the periodic tax return’s accounting page. The VAT statuses of EU community purchases will determine the tax due for these purchases on the monthly notification. Procountor also calculates the amount of deductible tax from EU purchases. Normally, the tax due and deductible tax are therefore equal in amount.

23 May 2016

In the Salary periods view you can manage the company's salary periods, which affect holiday calculation and speed up the creation of a payroll. The Create salary periods function automatically creates all salary periods for the holiday year according to defaults in Management > Salary info > Salary periods. You can create new salary list in Salaries > New salary list by using the created salary periods.

If the salary period length is always exactly one week or two weeks, you cannot use predefined salary periods, because the period can range to two different months.

16 May 2016

On holiday season it is important to pay attention to user rights in order to payment and other functions can be managed also during the holidays. For example, when main user leaves on holiday, it would be good to have another user with similar rights. Especially it would be good to have rights to user management on one user not on holiday, so that changes to the user rights can be done, if necessary, to do.

Also, additional approval circulation settings may need to be changed in order not to delay the processing of invoices. You can find more information about user rights and approval circulation from our online manual:

Users and privileges

Approval circulation

2 May 2016

Vouchers that are business transactions can create differences in balance itemisation, income statement and balance sheet of financial report and tax form. When closing a tracking period and at the latest when closing the accounts for the year all the non-transactions should be dealt with either by invoicing (orders only), deleting, approving or transferring.

Easiest way to find these non-transactions is to run any Accounting report (e.g General ledger report) with the Receipt status Non transactions.

25 April 2016

Searching receipts in Procountor

In Procountor there are search pages for specific needs and one general search page at Reports > Receipt search.

From Get purchases waiting for verification page you can find if there are any purchase invoices waiting for your verification or approval.

From Get invoices waiting for verification page you can find if there are any travel and expense invoices waiting for your verification or approval.

From Search for receipts waiting for payment page you can find all receipts that are not paid. This page also shows receipts that are unfinished or partly paid.

At the bottom of the Search criteria section you can add useful New search criterion like Pay date between.

Different receipt searches in Procountor (seeing them depends on user rights):

Sales > Sales invoice search
Sales > Search for open sales
Purchases > Purchase invoice search
Purchases > Search for open purchases
Purchases > Get purchases waiting for verification
Travel and expense invoices > Travel and expense invoice search
Travel and expense invoices > Search for open invoices
Travel and expense invoices > Get invoices waiting for verification
Salaries > Salary list search
Salaries > Salary slip search
Accounting > Journal receipt search
Payments > Search for receipts waiting for payment
Reports > Receipt search

18 April 2016

Those accounting entries which haven't been allocated to the dimensions can be listed from accounting reports as follows:

Reports > Accounting reports

On Search criteria -view, please define:

"Accounting report type" as e.g. General ledger and then choose "Dimensions" from New search criterion -pull-down menu.

Search choice will be updated after pressing the plus-mark (+) from the right side of the pull-down menu.

After the update you will be able to choose option "Not allocated" under Dimensions -pull-down menu. Finally press Search report button located at the top of the view.

Procountor will now list those accounting entries which have not been allocated to any dimensions.

11 April 2016

Invoice transaction information displays more detailed information on the receipt selected from the search results. You can open the Invoice transaction information view on Receipt search by clicking on the More actions button in the Search function after you have activated this invoice.

You can find more information in: Invoice transaction information

4 April 2016

It is now also possible to give on the import file the product's VAT status which is the essential control information of Procountor's VAT processing. VAT status can be given in column N on the csv file. The description of the import file and additional information of importing products to Procountor you can find from our online manual:

Product data import file

28 March 2016

You can copy invoices and their attachments in PDF format in Receipt search using the right mouse button’s menu option Printable ZIP package. The function creates a ZIP package of the searched invoices, where each invoice is in PDF format.

You can copy the searched invoice information into Excel format using the options Brief export file and Extended export file in the same menu.

The Search result and VAT-specification option in the same menu exports invoice and VAT information to HTML format.

The printouts mentioned above can also be created in Receipt search using the Printable list button.

21 March 2016

Edit multiple business partners function allows you to edit the register information of several business partners at the same time. The function can be accessed through Edit multiple button found in Registers > Business partners.

14 March 2016

The Procountor Mobile subscription can be found in the Management/Company information/Usage setting view, through the Integration settings. The Integration settings also include the item Procountor Mobile users. Function opens a new view, where you can see who are using Procountor Mobile.

Procountor Mobile is a smartphone application allowing the user to photograph expense receipts on their smartphone and transfers receipts to Procountor.

You can find more information in Procountor Mobile.

7 March 2016

Using the Ledger entry tool, you can efficiently enter several journal receipts into Procountor simultaneously.

In the new Ledger entry tool, the information is entered into a more sophisticated table component, which expedites the process or copied and pasted directly from a spreadsheet program, for example.

In the Ledger entry tool the earlier transactions on the voucher are added together and the tool will suggest the value for the next transaction based on this calculation. When accounts 3000-3999 are used, the default vat type is sales and when accounts 4000-9999 are used the default vat type is purchase.

More info and instructions can be found from our online manual Ledger entry tool

29 February 2016

Procountor users are able to get one-time passwords as a self-service by SMS. We recommend that users fill their mobilephone numbers in Management Personal information and settings

Mobilephone number must be filled in international form e.g +358 50 xxx xxxx. You will find this feature on login page using Problem signing in? button.

22 February 2016

When the Employees’ Pension Act contract (TyEL contract) changes, you must make the corresponding changes in Procountor. Save the new TyEL contract by clicking on the Add button in Management > Salary information > Employees’ Pension Act contracts.

You can select all employees whose TyEL contracts you wish to change (Edit multiple salary informations) at once from the search results. Once you have selected the employees you wish to edit, click on Edit selected in order to change their TyEL contracts.

More information on saving new Employees' Pension Act agreenment is available in the manual.

15 February 2016

Travel and expense invoices: The previous year’s products will remain available until the end of February. You can check the year of a product from the beginning of the product code. The price will be the maximum tax-free amount specified by the Finnish Tax Administration. If another compensation amount has been agreed on, you can change the price when creating the invoice. More information about travel and expense invoices.

8 February 2016

When employee gets new tax card, you should enter the information of revised tax card to Procountor Salaries > Employee info > Show salary info. You'll find instructions how to enter A and B revised tax cards to Procountor on online user manual.

1 February 2016

You can find useful tips for reconciliation and closing of accounts from Procountor's reconciliation and closing of accounts instructions.

18 January 2016

If the income statement and the balance sheet do not balance, the reason can relate to VAT. In Accounting > VAT summary, you can find a button called “Get modified receipts” that can be used to find all those receipts that have been modified after creating the VAT summary for the month. If the VAT information of some receipts has been edited, you will need to create a new VAT summary for the month.

You can find more information in our manual: VAT Summary

1 January 2016

Transfer for unfinished transactions

The Transfer for unfinished transactions report can be found in the section Reconciliation tools and it can be used for moving receipts, which are not business transactions, away from the tracking period or fiscal year to be closed.

The report can be found in section: Reports > Reconciliation tools.

The Transfer for unfinished transactions tool checks the receipt’s accounting date i.e. the date of the receipt’s invoice page. Receipts in statuses "Unfinished", "Verified" or "Received", and orders not in status "Invoiced" are not Business transactions. The Business transactions only are included in the month’s official accounting and VAT summary. If the company has a large number of receipts (e.g. orders not invoiced) that should be transferred to the next month in accounting before creating the VAT summary and closing the month, you can use the Transfer for unfinished transactions tool for this.

Link to manual: Transfer for unfinished transactions

Tips for 2015

28 December 2015

The user is now able to import VAT parameters when importing accounting journals through invoice imports. We have enabled importing of the following VAT parameters:

• Deduction VAT percentage
• VAT type
• VAT status

Parameters can be used on both receipt and accounting entry level, when importing receipt type “Journal”.

21 December 2015

If the company is liable for the debit card, the transaction will appear on the bank statement. The accounts of these transactions can be edited manually on the accounting page of the bank statement, or by setting default accounts to the transactions. The entry explanation of debit card purchases (721) can be used in setting default accounts to bank statements.

The transactions can be entered on a new account (e.g. 2881 Debit card purchases). This will help keeping the debit card separate from other liabilities on the payment transactions account.

Debit card purchases by employees can be entered using an expense invoice or a journal. The expense invoices are set to state Marked paid. The account 2881 Debit card purchases can be set as the debit account of the expense invoice. You can find more information in:

14 December 2015

With the release of version 14.0 we are able to store and utilize invoice rows better than before, through improved logic for row handling. From now on Procountor automatically creates a specific invoice row to demonstrate difference between total amount of the invoice and the invoice rows, instead of removing existing rows. These rows should always be verified by the accountant and fixes needs to be done manually, if necessary.

If invoice row “Sum to reconciliate” is created for he scanned invoice, the row needs to be modified manually to ensure that the invoice contains the correct VAT specifications and total amount
The “Sum to reconciliate” row has the product code procountor_sum_difference, which can be utilized by creating a new product in the purchase product register with the aforementioned product code. The advantage of creating this product is that the user is able to automate the accounting of these entries through default accounts to certain bookkeeping accounts.
A rounding difference row is created if residual is marginal (0,05 eur or less)
The rounding difference row has the product code procountor_rounding_difference, which can be utilized by creating a new product in the purchase product register with the aforementioned product code. The advantage of creating this product is that the user is able to automate the accounting of these entries through default accounts to certain bookkeeping accounts.

7 December 2015

Internal tracking can be done in Procountor using dimensions i.e. internal tracking objects. When using dimensions, transactions can be allocated on different tracking objects, such as projects or cost centers.

30 November 2015

Currency rate search density can be found in Management > Company info > Basic info. In the Currency rates Procountor - course means that the company uses the same currency rate the whole year.

Currency rate search density can also be the last-day-of-the-month rate or the daily rate.

Currency rate search density

23 November 2015

In Receipt search and from Accounting reports view you can find a Personal searches button. With that it's handy to save different search criterions for different kind of situations.

16 November 2015

External financing-function in Procountor enables you to create invoices with finance information and sending it to finance company in finvoice format.

9 November 2015

There are different reconciliation tools in procountor. Reconciliation report for open invoices is used to compare open amount of invoices against the balance of accounts payables or receivables in bookkeeping.From this report you can easily open Accounting account inspection report, payment reports and Open invoice search report.

2 November 2015

The Business partner report section allows you to print reports on business partners specified by several different search conditions. The report can be found in Reports > Register reports > Business partner report.

The report can be opened in following formats: HTML, Excel or the Detailed report, through which you can drill down to business partner register information.

More information about business partner report

26 October 2015

The accounting firms which have made an agreement with Procountor, can use Accounting firm tools > Advanced user management.

This functionality is used in accounting environments. With this functionality you can view and edit user rights which are linked to accounting environments by using bulk editing.

The main user of the environment can edit individually user's rights in Management > Users and privileges.

20 October 2015

The payment date is the date on which the payment data is transferred to the bank. If the invoice’s payment date is in the future, the invoice will remain in the Payment queued status until 5 a.m. on the payment date, when the payment data will be transferred to the bank. If the invoice’s payment date is the current date, the payment transaction will be transferred to the bank at either 1.00 or 4.00 p.m., depending on when the invoice was queued for payment.

When the receipt’s status is Payment sent to bank, this means that the payment data has been sent from Procountor to the bank according to the payment schedules and the transaction can’t be deleted.

12 October 2015

In our version release on Saturday the 26th of September we added a possibility to search purchase and sales invoices based on original invoice number.

We have also added a new column for original invoice number in invoice search results and therefore this information is visible on different invoice lists.

28 September 2015

Graphic report tools from old Procountor can also be found from the new.

Procountor has many useful graphic report tools, the report tools can be found from the menu Reports > Current graphic reports. You have to install Java to your computer to make the reports work.

14 September 2015

Please check that the e-mail address saved in Procountor at Management > Personal information and settings is valid. This address is used as the recipient’s address for notifications related to the approval circulation of purchase invoices, and Procountor’s customer information is always sent to the address in this field. Any error messages with regard to payments and e-invoices are also sent to this address.Personal information and settings in the manual

7 September 2015

Edit multiple business partners function allows you to edit the basic info for multiple business partners at the same time. For example, the bank account number or the penal interest percent can be edited simultaneously for all the chosen customers.

Edit multiple business partners view can be opened through the Edit multiple button found in the section Registers > Business partners.

31 August 2015

The product card allows you to save details of the product. The Product card allows you to process for example product code, product group, currency, discount-%, VAT (%),VAT status, additional information and product picture. The text and picture are for information only, they are not displayed anywhere else but the product card. The Product register view’s Product card button opens the product card of the selected product.

More information about Product card

24 August 2015

When your company wants to receive electronic invoices from the suppliers, you have to inform them your electronic invoice address, operator ID and electronical Data Interchange ID (EDI).

For informing your suppliers it is handy to use our group letter -feature. With that feature you can choose to whom you want to send it. This feature can be found under Registers -> Group letter -> New group letter. Instructions for creating a new group letter Group letter

17 August 2015

More information about Group invoice

10 August 2015

Purchase invoice that includes only VAT is entered with two invoice rows. First invoice row includes VAT. And the sum, from which the amount of VAT is calculated, is entered in the price column and the correct VAT percentage is selected. Second invoice row is without VAT, the same sum is entered as a negative figure and the VAT percentage is set to 0.

The sum without VAT is 0 EUR and payable sum is equal to the VAT. And in the accounting sheet the profit and loss effect is 0 EUR.

3 August 2015

A printable receipt can be created by activating the transaction row on a bank statement and then pressing the Receipt button. The language of the receipt is determined by the language chosen in the view Personal information and settings.

More information about bank statements and reference payments

27 July 2015

Procountor Value is an additional service that combines operative management, sales and CRM into one package.

Procountor Value is an ERP system designed for accounting offices and it's fully integrated into Procountor Financials. The system includes pre-thought-out deployment models and monthly operational models for Procountor Financials and Procountor Ledger customers. Also the system's settings have been preset for the accounting offices.

Offer: Procountor Value opening fee 1495 e. The offer is valid until the 31th of July. Normal price is 1995 e. The monthly fee is 39 e per user per environment.

More information about Procountor Value (in Finnish only)

20 July 2015

Entering salaries retroactively: If you start using Procountor in the middle of the year, you can enter the old salary information in Procountor to include it in annual notifications and reports. Based on reporting needs you can enter each salary slip or use consolidated salary slips. You can enter cumulative earnings in the person’s salary info if you need this to be taken into account in their tax calculation.

13 July 2015

In new Procountor Graphic reports are found in Reports > Current graphic reports.

These reports will be replaced with new ones which won’t require Java. Until then, to use these reports one has to have the Java plugin installed and enabled for the web browser.

6 July 2015

Sales invoices and purchase invoices can be viewed on several reports by business partners. Therefore it is recommended that invoices are allocated to the right business partners when needed.

The invoices are allocated automatically once they are created through business partner registers or once the purchase invoices are received. However, the allocation is not always made automatically. The “not allocated” invoices can be found in the receipt search with a new search criterion: “Not allocated to business partners”.

The found invoices can be allocated to the correct business partners. First, click the invoice row in the search results and then click More actions > Allocate to business partner.

29 June 2015

Procountor's customer service is available to assist you free of charge in questions regarding the use of Procountor. You can contact our customer advisors by calling 020 7879 840 (mon-thu 8.30-15.30, fri 8.30-12.00) or sending email to asiakaspalvelu@procountor.com. Additionally you can contact by using a form which you can find in Procountor through path Help > Contact.

To make the contact easier we ask you kindly to give us following information depending on the situation:

information of the company
which user is in question
which report are you viewing
an example of an invoice/a receipt (invoice/receipt number in Procountor)

It is also very recommended to add to your contact a screenshot which will make it easier to solve the situation. You can find instructions for taking a screenshot by clicking the link underneath:

How to take a screenshot

22 June 2015

Invoices that have invoice date in the future and have not as yet been sent to the customer can be found from the Invoices to be sent list. From now on you can remove invoices from this list up until three days before the invoice date i.e. until Procountor has sent invoices forward. You would need to have rights to create and send invoices to be able to remove invoices from the Invoices to be sent list.

Invoices to be sent list

15 June 2015

Financial year can be split into tracking periods that are normally one month long. We recommend to close the period when accounting for the month is ready and reconciled and the vat summary has been created.

Managing tracking periods can be done in: Management > Accounting info > Fiscal year, there choose year in question and then from the top menu bar click Edit tracking periods.

8 June 2015

In Procountor it is possible to make automatic calculations on accumulate holiday rights. In order to use the automatic holiday calculation you must enter salary periods in Management > Salary info > Salary periods and you must also use those periods when calculating salaries. In addition you must set the employees’ Holiday code according to the appropriate accumulation rule in Salaries > Employee info > Show salary info > Holiday salary info.

In section Salaries > Employee info > Salary info > Holiday rights you can find information on accumulated and used holidays by holiday year and month.

Learn more about the automatic holiday calculation in the Procountor manual: Holiday calculation

1 June 2015

In Payment transactions > Payment reports you can find Outgoing payments transaction report that shows payment transactions made from Procountor and their current status.

This report can be used, for example, to check which payments are under the status Payment queued and what is set as their payment date i.e. when they will be transfered to bank.

25 May 2015

You can change the Further searches setting in Management > Company info > Usage settings.

The default is that the Further searches setting is not in use, i.e. searches are extended from the beginning and from the end. For example, a business partner search by the name “a” gives all names that include the letter “a”, when the default setting
is in use. If you tick the Further searches option, only business partner names that start with the letter “a” are included in the search result.

18 May 2015

Customer servants might sometimes need more information about the problem and they might ask you to take a printscreen picture. Another suitable option for Windows computers is this Snipping tool.

For all Windows, Mac and Linux computers one suitable option for this kind of tool is LightShot. (downloading and instructions from this link)

https://app.prntscr.com/fi/download.html

After you have downloaded this programme, your browser opens a new window where you can see simple instructions.

11 May 2015

On holiday season it is good to pay attention to user rights in order to payment and other functions can be managed also during the holidays. For example, when main user leaves on holiday, it would be good to have another user with similar rights. Especially it would be good to have rights to user management on one user not on holiday, so that changes to the user rights can be done, if necessary, to do. Also, additional approval circulation settings may need to be changed in order not to delay the processing of invoices.

4 May 2015

27 April 2015

20 April 2015

In the Salary periods view you can manage the company's salary periods, which affect holiday calculation and speed up the creation of a payroll. The Create salary periods function automatically creates all salary periods for the holiday year according to defaults in Management > Salary info > Salary periods. You can create new salary list in Salaries > New salary list by using the created salary periods. If the salary period length is always exactly one week or two weeks, you cannot use predefined salary periods, because the period can range to two different months.

13 April 2015

The opening balances for the next financial year are created automatically when the financial year is closed. In the new financial year, the profit/loss has to be transferred by a separate journal according to the company's desicion about allocating the profit. For example moving it to the Profit (loss) od the previous financial years, i.e. posting 2370/2250 and loss respectively 2250/2370.

At the closing of accounts, no actions are needes regarding the profit/loss of the financial year, because Procountor prosesses that automatically.

30 March 2015

In Invoice transaction information, you can examine the selected invoice in greater detail. You can open the Invoice transaction information view on Receipt search by clicking on the More actions button in the Search function after You have activated this invoice.

23 March 2015

Balance Sheet Specification function can be used for creating balance sheet specifications, not only when closing accounts but also in the monthly reconciliation. You can find the Balance sheet specification as a separate menu item in the Accounting menu section.

The default financial year is the oldest open financial year and the time period is the period from the start date to the end date of the financial year. The specification is always created from the beginning of the financial year to the end of a certain month. For example, if the specification was done to the end of February and now we are working with March specifications in the field ”Date up to which the specification is complete," a date of 28. of February should be used. This way transactions up to that date wil not come up in the transaction list unnecessarily.

Transactions can be seaarched in different ways:

Opening balance
Transactions
Open balance sheet items (requires that transaction has Balance sheet item defined)
Open invoices (applicable for sales and purchase ledger items and for sale, purchase, travel and expense invoices)
Financial year net profit (only for net profit/loss of the financial year)

Or add a row manually using “Add row” function

With Combine rows function, rows can be merged into one. For example rows of one VAT summary could be joined to be as one row. Also with salary related insurance debt it would be useful to combine all rows relating to one year and one insurance type.

More information can be found from our online manual: Balance sheet specification

16 March 2015

Financial Statements are created in Accounting > Closing of accounts tools. The company will have available a default template for financial statements. This can be amended to meet the specific requirements of the company.

9 March 2015

After 7.3. done version release Procountor users can request one-time password by themselves via SMS to mobile number added to Procountor. We recommend users to add their mobile number in Personal information (Management/Personal information and settings). Mobile number have to be added in international format (example. +358 50 xxx xxxx).

New feature will be found on sign in page behind Problems signing in?-button.

2 March 2015

Those accounting entries which haven't been allocated to the dimensions can be listed from accounting reports. (Reports > Accounting reports), choose Dimensions from New search criterion (add it by pressing the green plus -mark). Under Dimensions choose 'Not allocated' and press 'Search report' (for example General ledger). Procountor will list those entries which have not been allocated to any dimensions.

23 February 2015

New tax cards usually become effective on February. You can select Tax card type and enter Base percent, Additional percent and Annual income limit in the person's salary info.

16 February 2015

Sales invoices sent to customers are occasionally lost, requiring that you send a new invoice to the customer. Invoices may become lost due to incorrect or incomplete address information, becoming lost in the mail, or being misplaced by the recipient.

Visit our online manual to see the actions that can be done in this situation: Processing lost sales invoices

9 February 2015

We've released the English online manual, which you can find through the Finnish manual in the right side from the menu Language and there Choose language English.

Tips for 2014

3 March 2014

From Invoice event information, you can examine the selected receipt in more detail. You can access the receipt’s transaction information through the Search function, by clicking on the More actions button after you have selected the desired receipt from the search results.

You can also check if salary slips have been sent through the program from Salaries > Salary slip search. In the Salary slip search view, you can search for salary slips. Right-click the desired row in the search results to open the option menu. Select option Invoice transaction information to see the date and time the receipt was sent. If the receipt has not been sent, will be displayed.

24 February 2014

Unallocated payment transactions remaining in the Payment sent to bank status but included on the bank statement can be allocated as paid by using the Focus payments function (Payment transactions Focus payments). More information on the allocation of payments is available in the manual.

17 February 2014

You can work on your company’s balance sheet book in Procountor section Accounting > Closing of accounts tools. A default balance sheet book template exists for your company in the software, and you can modify this to create an annual template. When you close the accounts, you only need to make the changes to the template which are specific to the current fiscal year.

Balance sheet book template modification:

Open the balance sheet book template and save it on your own computer.
Make the modifications required by future financial statements to the balance sheet book template on your own computer. In other words, only edit information that will remain unchanged across fiscal years. For example, you can add missing information, edit the layout or remove unnecessary information. You should not remove the << >> -arrows from the template, since Procountor will automatically update these sections with current information when you draw up the financial statements.
Upload the edited balance sheet book template from your own computer to Procountor, using the Upload template function. This template will then be used as the balance sheet book template for future fiscal years.

Balance sheet book template creation:

Save the income statement and balance sheet for the fiscal year using the Closing of accounts tools.
Use the Printable balance sheet book function to open the balance sheet book. Procountor has automatically imported data from the program into the sections indicated by <<>> signs (such as the income statement and balance sheet).
Finalise the balance sheet book by making the changes required by the current fiscal year, and save the balance sheet book on your own computer.
Print out and sign the balance sheet book.
Save the balance sheet book into the archive using the function Export balance sheet book to archive or scan the signed balance sheet book and save it into the archive using the function Export from file to archive.

In the following year, you can begin by saving the income statement and balance sheet, and then printing the balance sheet book, since the system will use the default template already edited by you.

10 February 2014

When the Employees’ Pension Act contract (TyEL contract) changes, you must make the corresponding changes in Procountor. Save the new TyEL contract by clicking on the Add button in Management->Salary information->Employees’ Pension Act contracts.

You must also update employee information based on the new contract, so that the information on future Employees’ Pension Act notices will be correct. You can do this at Salaries->Employee information. You can select all employees whose TyEL contracts you wish to change (Edit multiple salary informations) at once from the search results. Once you have selected the employees you wish to edit, click on "Edit selected" in order to change their TyEL contracts.

3 February 2014

From the beginning of 2014, entrepreneurs must provide customers with a receipt in every case when selling services or products. You can print a cash receipt for a sales invoice by selecting Cash as the payment method. After Cash has been selected as the payment method, the invoice template will contain the text “cash receipt” instead of “invoice”.

27 January 2014

You can edit the information of several employees at once by clicking on the Edit multiple salary informations button in the Employee information view. Clicking on the button opens a list from which you can select the employees you wish to edit. You can then start editing their details by clicking on the Edit selected button. By editing salary information, you can increase the base salary, update the class of risk for accident insurance, and change the salary channel, pension insurance type, TyEL contract or holiday code.

20 January 2014

Procountor is now able to receive purchase invoices by e-mail. The e-mail scanning service of OpusCapita (formerly Itella Information) has been linked to Procountor, enabling the direct reception of purchase invoices by e-mail.

E-mail scanning expedites procedures such as the processing of paper invoices and receipt of e-mail invoices. Your company will be assigned a dedicated e-mail address for purchase invoices in PDF format. These invoices are then received in Procountor, just as in the case of the scanning service. More information on e-mail scanning and the order form are available at:

http://www.lyyti.in/skannaustilaus

13 January 2014

As a rule, the specifications by employee and summary related to the employer’s annual notification for 2013 must be sent by 31 January 2014.

In Procountor, such specifications are created at Notifications > Annual salary reports > Specification by employee.The notifications are created and saved in Procountor. All saved notifications can be sent to the Finnish Tax Administration electronically as a single package, using Katso identification.

After you have created the specifications by employee, generate the Annual notification summary at Notification > Annual salary reports > Annual notification summary. Create and save the notification and send it to the Finnish Tax Administration using Katso identification.

6 January 2014

If the tax card type of an employee is Tax Card B, Procountor will automatically calculate January’s salary using the previous year’s base percentage, even if the previous year’s income limit would be exceeded in January. The new income limit for the current year will be valid from 1 February to 31 December.

If the employee’s tax card type is Tax Card A, the program will calculate withholding tax according to the previous year’s income limit. More information on tax card types is available at: Tax cards.

Tips for 2013

30 December 2013

At Reporting > Budget reports >Budget template, you can open a CSV-format template for budgets and can import completed budget data at Management > Import data. The budget and its realisation can be monitored at Reporting > Budget reports.

23 December 2013

A new field, Payday, has been added to salary slips and other functions that process payroll calculation functions. The new payday field complements the existing Payment date field. The payday determines the month to which the salary will be allocated on notifications and salary reports.

16 December 2013

OpusCapita’s (formerly Itella Information) e-invoicing connections and purchase invoice scanning service have already been linked to Procountor.We are now also adding e-mail scanning, using which purchase invoices can be sent as PDF attachments to e-mails.This expedites procedures such as the processing of paper invoices and reduces the need to request paper receipts from the customers of accounting firms. More information on the service and an order form are available through this link: https://www.lyyti.fi/reg/skannaustilaus

9 December 2013

Employers are required to make the first salary notification to the Unemployment Insurance Fund by 31 January 2014. This notification is for salaries paid in 2013. You can find the Unemployment insurance contributions yearly summary at Reporting > Salary reports. The resulting report provides the information required to file the Unemployment insurance contributions yearly summary.

29 November 2013

The saving tool provides an efficient method of saving accounting entries or creating several journal receipts simultaneously. Use of the saving tool can be made even more efficient through keyboard shortcuts or the “Paste transactions” function.

This function automatically calculates the sum of previous entries and suggests a sum for the new entry on that basis. Entries made in accounts 3000-3999 in the Saving tool are directed into sales VAT processing by default, and entries made in accounts 4000-9999 are directed into purchase VAT processing.

25 January 2013

A completely new version of Procountor will be released and made available to users towards the end of this year. The new version is based on new technology and includes significant improvements to layout and ease of use.

We have received several queries related to the update from our customers. The following link will take you to our FAQ page related to the new Procountor: Frequently asked questions.

18 November 2013

We have added a new notification to Notifications > Announcement of unemployment insurance contributions.

Employers must submit the first salary notification to the Unemployment Insurance Fund by 31 January 2014. Such a notification is for salaries paid in 2013. You can send the notification on paper or file it through the Unemployment Insurance Fund’s electronic service.

11 November 2013

You can go to the Invoice transaction information page by clicking on the More actions button in the Search function, or from the right mouse button menu.In Invoice transaction information, you can view the actions taken with regard to the invoice, such as approval, sending and queuing for payment, as well as the dates and authors of each action.

4 November 2013

28 October 2013

If you wish to accept e-invoices, notify the suppliers of your e-invoicing address: reception addresses, operators and their IDs and the EDI. You can conveniently send group letters to the selected suppliers through Procountor’s Group letter function, which can be found in the Registers menu at Group letter > New group letter. You can use the sample template in this manual to create such a notification.

21 October 2013

You can create and save lists of verifiers and approvers in Procountor for use in the business partner register and on invoices.Verifier lists are saved in Management > Company information > Verifier lists (approval circulation must be in use). We recommend using lists to facilitate the management of changes in approval circulation, such as a change in your company’s approver. In addition, you can simply select a list for a business partner in the register, obviating the need to assign individual approvers or verifiers. More instructions are available in the manual: Verifier lists

14 October 2013

You can use bank statement focusing to help in the allocation of payments. This can be useful in cases such as those in which customers pay invoices without using the bank reference code or with the wrong code, in which case the payment will not be allocated to the invoice automatically. When a payment is allocated to an invoice, the invoice status will change to Paid and the invoice will be removed from the list of open invoices. More detailed instructions on bank statement focusing are available in the manual: Bank statement focusing

7 October 2013

Unallocated payment transactions that are included on the bank statement, but whose status remains Payment sent to bank, can be allocated as paid through the Focus payments function (Payment transactions > Focus payments). Purchase invoices, travel invoices, expense invoices, salaries and periodic tax returns that have not been allocated automatically as paid on the basis of bank statement information, and whose status remains Payment sent to bank, will accumulate on this list.

30 September 2013

If your company uses cost-accounting tracking objects, or dimensions, you can specify the number of item selection fields displayed on the dimension pages of receipts and entries in the “Dimensioning amt” menu in Usage settings.The “Dimensioning amt” selection therefore determines the number of dimension items between which sums can be distributed within a single dimension. The default number of fields displayed is four and the maximum 40. More information on dimensioning is available in the manual: Dimensioning

23 September 2013

The new annual salary notification forms were added to the program in the latest version update. This means that you can draw up notifications for 2013 and file them with the Finnish Tax Administration through the program.At the same time, we added the columns "Sent" and “Archive number” to the browsing view for submitted notifications. The “Sent” column indicates when the notification was sent from the program, while the archive number provides confirmation that the notification has been received by the Finnish Tax Administration.

16 September 2013

You can pin row information to the bottom of the invoice view by clicking on the lock icon on the right-hand edge of the section. Clicking on the icon again will unpin the row information. Pinning row information can be helpful if the invoice view contains a great deal of information before the row information, since in this way you can avoid having to scroll the invoice view all the way to the bottom in order to see the row information.

2 September 2013

The Employers’ contribution information (TAS) included on the Periodic tax return used to be picked from salary slips based on their due dates. This procedure has been changed in such a way that it is now based on the payment dates of salary slips. The change was implemented on 1 September 2013.

26 August 2013

If you would like to make payments from a currency account through Procountor, you must deliver the standard banking authorisation for the account to your bank and add the account information to Procountor’s Bank account information view.Select the correct currency for the account from the drop-down menu when you add the account information. In addition, payments cannot be made from the currency account before you have ticked the Foreign payment item in the Bank account information view.

19 August 2013

Corporate customers of Procountor International Ltd are entitled to the foreign VAT reclaiming service of Intrum Justitia Ltd at a special price. The annual service fee for customers of Procountor is EUR 95 (regular price EUR 195). More information on this service is available on the Intrum Justitia website.

12 August 2013

You can specify an account as a currency account at Management > Company information > Bank account information. Enter the currency you would like to use in the Currency field. After this, you will be able to receive bank statements for the currency account.

5 August 2013

You can easily export information from any table in Procountor into Excel or PDF format, for example. Simply right-click on the table (Open Excel, HTML, PDF) or choose the desired option from the function key to the right of the column headers.

22 July 2013

The Employers’ contribution information (TAS) included on the Periodic tax return is currently picked from salary slips based on their due dates. In future, this procedure will use the payment dates of salary slips instead. This gradually implemented change will be completed by 1 September 2013.

8 July 2013

When you click on the Pay button in Procountor, the invoice’s status is set to Payment queued.If the invoice’s payment date is the current date, the payment data will be sent to the bank for processing in connection with Procountor’s next payment run (bank transfer payments are sent from Procountor at 1.15 and 4.15 p.m. and 5.30 a.m.), after which the invoice status will change to Payment sent to bank.More information on the program’s payment runs and bank-specific payment processing times is available in the manual: Payment schedules

1 July 2013

In Payment transactions > Payment reports > Bank statement search, you can search for bank statements from the desired time period using a wide range of search criteria.You can now include attachments in the printable ZIP package of bank statements generated in the Bank statement search view.

24 June 2013

We released a new version of Procountor on 1 June. The version update includes improvements to Procountor’s functionality, the income tax return forms for 2013, and the change made to the function for picking employers’ contribution information for periodic tax returns that will be implemented on 1 September 2013.We also added the Signature service section to Procountor’s program menu. This is an additional service for the electronic signature of documents, jointly implemented by Procountor and Signom. The accompanying video tutorial will familiarise you with the new features of version 7.2: Video

17 June 2013

Procountor can automatically calculate accumulated holidays and their use.To implement holiday calculation, you must enter salary periods in Management > Salary information > Salary periods and use these periods when calculating salaries.You must also specify Holiday codes according to the appropriate accumulation rules for employees in Salaries > Employee information > Salary information > Holiday salary information. More information on the calculation of holidays is available here.

10 June 2013

You should pay attention to user rights during the summer holiday season, so that payments and other functions can also be managed using the program during holidays.For example, when the environment’s main user goes on holiday, another user should have equivalent user rights in order to avoid operational disruptions.User rights to user management in particular should be provided for a user not on holiday, so that changes to user rights can be made if necessary.You may also have to change approval circulation settings, in order to avoid delays in the processing of invoices when verifiers or approvers are on holiday.

27 May 2013

Several video tutorials and quick instructions on subjects such as the adoption of Procountor and creation of sales invoices are available in the Procountor manual and on the website.We recommend using a Firefox or Internet Explorer browser to watch these videos.

20 May 2013

Please check your e-mail address saved into Procountor (Management > Personal information and settings to make sure that you receive the latest important notifications by e-mail, along with error feedback on payments and e-invoices, for example.

13 May 2013

You can use Procountor’s Edit multiple business partners function to edit the information of several business partners simultaneously. You can also gain access to the equivalent function by clicking on the Edit multiple salary informations button on the payroll calculation page.

6 May 2013

In connection with the latest version update, we added a feature to the Group invoice function, which enables the use of cash discounts on sales invoices.

29 April 2013

We have opened a new additional service for our existing customers. You can now use the Procountor Signature service to sign documents electronically. Read more on the Procountor Signature service here!

22 April 2013

We recommend only assigning a single username to each user of Procountor. You can link existing usernames to your company’s users in the Users and privileges view, by clicking on the Add user button. Choose the option Set an external username as the user from the drop-down menu in the window that opens.

15 April 2013

In connection with the most recent version update, we increased the maximum value for payment terms to three digits. The new maximum value is 999 days. This enables setting a payment term of 120 days, for example.

8 April 2013

You can now add line breaks to the comment rows of invoice rows. Line breaks can make the layout of invoice rows easier to read in the invoice image. This change does not apply to any existing tailored invoice templates created for customers.

2 April 2013

You can create group invoices by clicking on the Group invoice button at the top of the New sales invoice view. Cash discounts can be added to sales invoices through the Group invoice function.

25 March 2013

We have added the Ledger accounts report type to accounting reports. This report shows the debit and credit balances for each account. The report can be used in group reporting, for example, when notifying the parent company of the balances of the subsidiaries’ accounts.

18 March 2013

8 March 2013

At Reporting/Budget reports/Budget template, you can open a CSV-format template for budgets, and can import completed budget data at Management > Import data. The budget and its realisation can be monitored at Reporting > Budget reports.

1 March 2013

Enter the tax card information of employees at Salaries > Employee information > Show salary information.

22 February 2013

The video below introduces two methods of drawing up a balance sheet book.Using the first method, draw up the balance sheet and income statement first and begin editing the balance sheet book by clicking on the Printable balance sheet book button at the top of the page.The second method involves drawing up a company-specific balance sheet book template and editing its layout. This template will then be used as the basis of the balance sheet book for each fiscal year.

15 February 2013

If you add the search criterion Report language to Accounting reports in the Income statement or Balance sheet, you can generate the reports in Swedish in addition to Finnish and English.

8 February 2013

The Closing of the accounts tools can be found from Accounting > Closing of the accounts tools. The Balance sheet book template page for the manual provides more details on the creation of a balance sheet book template.

1 February 2013

You can revert approved sales invoices with an invoice channel of No sending to the Unfinished status, by clicking on the Edit button in the invoice view.

22 January 2013

A benefit for our existing customers - Until the end of January, the activation fee for Itella’s e-invoicing and scanning service will be reduced to EUR 110e (regular price EUR 220). You can order the service here. More information on Itella’s scanning service can be found in the manual.

14 January 2013

The Procountor manual contains several video tutorials on subjects such as the adoption of Procountor and creation of sales invoices.We recommend using a Firefox or Internet Explorer browser to watch the videos.

7 January 2013

Employers must provide their employees with a receipt for paid salaries and taxes withheld by 15 January in the following year.You can send summaries of this information to employees through Procountor from Salaries > Salary reports > Employee reports > Employee’s annual salary summary.

2 January 2013

You can update the VAT rates in the business partner register, default products and product register in line with the new rates by clicking on the VAT percentage update for 1.1.2013 button in the Management > Accounting information > VAT defaults view. You can also disable the old VAT rates in the same view.

Tips for 2012

17 December 2012

You can limit search results obtained in the Search function to display only receipts such as recently created sales invoices.By clicking on the Printable list button, you can browse all invoices in the search results quickly and easily. For example, if Printable PDF package has been selected, the program will compile ten invoices into a ten-page PDF file.

11 December 2012

A benefit for our existing customers! The opening of Itella’s e-invoice and scanning service now at half price - Order Itella’s e-invoice and scanning service.

4 December 2012

A video presentation of version 6.1 recorded on 19 November 2012 is now available on the front page of the manual, under the header New features of version 6.1. You can also watch the video through this link - See the video.

27 November 2012

You can now specify separate header and message sections for Notifications. You can use highlighting, lists and links in the message. This change applies equally to general notifications and notifications created by our corporate customers.

19 November 2012

In connection with the latest version update, we added the Get modified receipts button to Notifications > VAT summary. Clicking on the button will retrieve modified receipts from the summary period for the VAT summary. You can use this button when balancing accounts in order to make a quick check on whether differences in the income statement and balance sheet are caused by VAT.

5 November 2012

You can use the Import data function to manually transfer materials such as invoices or to register data in Procountor from other systems, using a CSV file in the specified format. More information on this function is available on manual page Import data.

29 October 2012

19 October 2012

Receipts with the status of Payment queued are awaiting Procountor’s next payment run (domestic payments at 5.30 a.m., and 1.15 and 4.15 p.m.) and their payment can still be cancelled by clicking on the Cancel payment -button in the Payment view. Data on receipts with the status of Payment sent to bank has already been transferred to the bank for processing.

12 October 2012

You can link a username to several different environments and use the Change company button on the front page to navigate from one environment to another with the same username. The manual page Adding a new user describes how to link existing usernames to new environments.

5 October 2012

The buttons Quick instructions, Video tutorials, Instructions by subject and Product-specific instructions, among others, have been added to the top bar of the front page of the manual. The purpose of these buttons is to facilitate navigation within the manual.

28 September 2012

Opening the manual by clicking on the question mark at the top right corner of the program view or by pressing Ctrl-F1 will enter a default text into the search field. As a rule, this text is the title of the current view.

21 September 2012

In various search views and reports, you can view the data contained in tables in more detail, by clicking on the link in the first column.

12 September 2012

In addition to bank statements, you can specify exceptions to posting defaults for reference payments, for example by individual bank account or the name of the payer.

4 September 2012

You can navigate tree views (such as when browsing and editing the chart of accounts) using the arrow keys. You can navigate up and down by pressing the corresponding arrow keys and open and close branches of the tree using the left and right arrow keys.

22 August 2012

We have added extensive keyboard shortcut support to Procountor. You can use keyboard shortcuts by holding down the Ctrl key while pressing another. The combination Ctrl-S, for example, will save the current invoice.

14 August 2012

You can open more than one Procountor window for use in the same Procountor session. New windows are opened by clicking on the green plus icon above the menu, or by right-clicking on any section of the menu and selecting Open in new window.

31 July 2012

In Posting defaults, you can also specify posting defaults for sales VAT posting.

16 July 2012

The Bank statement focusing function, accessed by clicking on the More actions button in the Search view, allows you to browse open invoices and allocate them to bank statement transactions.

26 June 2012

From the Login in English link, you can select English as the language for Procountor’s login page.
Tip of the week: If you want to see the login page in English, click on Login in Englishin the upper right corner of the login screen. This will also change the program language to English.

15 June 2012

You can choose to display invoice images in PDF format for saved invoices, just as in the Verification, Payment and Accounting views.

8 June 2012

You can now draw up income tax return 6B and its enclosures for 2012 and file them with the Finnish Tax Administration through Procountor.

11 May 2012

In the verification view for travel, expense and purchase invoices, you can direct invoices to a different approver/verifier or return them to the previous approver/verifier. The functions Restore the previous and Direct to another can be found in the Exception menu.

4 May 2012

Invoice transaction information displays more detailed information on the receipt selected from the search results.You can access Invoice transaction information by right-clicking on the active receipt in the search results of search functions such as the Search view.

24 April 2012

Accounting > Reconciliation tools > Supplier verification report makes it easier to find anomalous purchase invoices by listing the accounting information of purchases by supplier and month.

12 April 2012

In the Invoice view, you can copy sales invoices to sales orders and purchase invoices to purchase orders by clicking on Edit > Copy and selecting either sales order for sales invoices or purchase order for purchase invoices from the Receipt type drop-down menu.

29 March 2012

Accounting > Accrual tool facilitates the accrual of accounting. You can use the Accrual tool to accrue several receipts simultaneously, and the program will combine the accrual entries into a single monthly journal.

22 March 2012

In the Verification view, you can direct invoices to a different verifier or return them to the previous one. These functions can be found in the Exception menu, along with the Revert to unfinished, Deny payment and Invalidate functions.

13 March 2012

The Invoice transaction information function, which indicates details such as when and by whom the invoice was sent, can be opened by right-clicking on the search results in the Search function or from the More actions menu.

28 February 2012

Through the Business Eurocard Online connection, you can import your company’s Business Eurocard company card and travel account purchases into Procountor, which improves the efficiency of travel and expense invoice processing.

2 February 2012

Tax card information is entered into the program at Salaries > Employee information > . More information is available from the Things to remember at the turn of the year article in the Information section. The manual also discusses different types of tax cards and their entry into Procountor.

23 January 2012

When paying SEPA salaries, you should bear in mind that the payment date refers to the date on which the payer’s account will be debited, and the salaries will only be paid into the recipients’ accounts on the banking day following the debiting date. More information is available in the manual under Salaries.

11 January 2012

Unallocated payment transactions which still have the Payment sent to bank status but are included on the bank statement can be allocated as paid by using the Focus payments function (Payment transactions > Focus payments). More information on the allocation of payments is available in the manual.

2 January 2012

Procountor’s Reconciliation tools include the Transfer for unfinished transactions tool that facilitates the transfer of orders and invoices with a status of Unfinished to new receipt dates in order to prevent them remaining in a closed fiscal period or fiscal year.

Tips for 2011

12 December 2011

Please check your e-mail address saved into the program (Management > Personal information and settings), in order to obtain the latest important notifications by e-mail.

28 November 2011

You can add your company logo to the invoice template at Management > Company information > Invoice settings.

14 November 2011

Contractual invoicing is ideal for cases in which a customer is charged regular fees based on a contract,but the fees are charged on invoices dated to different periods, such as regular consulting with varying hours each session.Procountor Contractual invoicing is an extra feature subject to a fee. More information on contractual invoicing is available in the manual.

4 October 2011

Through the Payment reminders for multiple invoices view found through the Search and Search for open sales functions, you can send payment reminders for several past-due sales invoices simultaneously, and transfer them to DuettoGroup’s reminder and debt-collection service.

26 September 2011

You can revert a journal to Unfinished status by selecting Revert to unfinished from the menu opened by clicking on the Edit button in the accounting view.

12 September 2011

By clicking on the Personal searches button in the Search function and on Accounting reports, you can save and load frequently used searches.

5 September 2011

The Procountor manual contains useful video tutorials and many other instructions. You can open the manual from User guide > Manual.

23 August 2011

The SEPA transitional period will end on 31 October 2011 for old payment data. You must implement SEPA payments before this. You can choose to use SEPA payments in Management > Company information/Bank account information. If you have not yet made any SEPA payments and are not sure whether your SEPA agreements are in order, please contact your bank and check the status of your agreement.

15 August 2011

The Edit multiple business partners function includes the Add action to managementbutton, which you can use to add a management action for all selected business partners.

8 August 2011

You can select the Cash payment option for sales invoices. This selection will change the printable sales invoice into a cash receipt.

1 August 2011

You can select the default invoice template you wish to use from the Management > Company information > Invoice settings view. You can choose from the Procountor default, Bank transfer and any tailored invoice templates.

26 July 2011

Views in which the program menu is not visible have a question mark icon in the top right corner. Clicking on this icon will open a search field for looking up information directly from the Procountor manual. The manual will open in a new browser window.

6 July 2011

From 31 October 2011, banks will no longer accept domestic payment data (LMP and LUM2). Please make sure that your company signs an agreement on SEPA payments with your bank in good time, so that you will be able to keep paying invoices through Procountor.

21 June 2011

Please remember to assign sufficient rights to actions such as salary payment to another person when the main user is on holiday.

13 June 2011

You can change the program layout from Management > Personal information and settings > Change themes. You can enable or disable features such as the automatic closing of main menu items.

6 June 2011

Company-specific settings have been compiled under Usage settings in Company information. Text entered in the Sales invoice additional default information field, for example, is automatically imported to the Additional information fields on new sales invoices and sales orders

27 May 2011

You can edit the information of several business partners simultaneously in Registers/Business partners, by clicking on the Edit multiple button. When editing account numbers, for example, the option Change to IBAN converts the account numbers of the selected business partners into IBAN format.

18 May 2011

You can select the information displayed on Procountor’s front page by clicking on the Customise front page button. You can choose from options such as a handy tool for creating new sales invoices.

5 May 2011

The free beta function invoice items makes invoicing work effortless. For additional information, please contact our customer service.

14 April 2011

You can opt to show invoice images in the Accounting and Payment views in addition to the Verification view, by clicking on the “Invoice image” menu.

31 March 2011

In the Invoice view, the total sum has also been added to the topmost invoicing information section, so that users no longer need to scroll down in order to see the total sum. We have also added a lock icon to the header bar for row information. Clicking on the lock will pin the row information to the view. You can unpin the information by clicking on the lock icon again.

31 March 2011

We have added a new allocation data item to SEPA payments in order to allocate payments more accurately. Non-reference payments are also automatically allocated to invoices with the status of Payment sent to bank.

23 March 2011

From the Edit menu on sales invoices, you can revert the invoice to Unfinished status or create a credit invoice based on the sales invoice. You can only revert sales invoices with a status of Not sent and an invoicing channel of mail, e-mail or e-invoice.

17 March 2011

You can easily export information from any table to Excel or a new browser window. Right-click on the table or click on the function button to the right of the column headers.

10 March 2011

You can now navigate directly between the Special situations in accounting, verification, payment and sales. This is done by clicking on the arrow to the right of the Invoice button or right-clicking on the button itself.

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Tips for 2021

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Tips for 2018

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Tips for 2016

Tips for 2015

Tips for 2014

Tips for 2013

Tips for 2012

Tips for 2011

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