Fivaldi

Connect Fivaldi so Taxxa can read your clients' bookkeeping, purchase invoices, ledgers and registers directly from Fivaldi. One connection covers every company your office grants Taxxa in Fivaldi, and you link each Fivaldi company to its client company in Taxxa. This is an office connection: people who can manage office access, a permission a workspace admin gives, connect it. Everyone else can use it only with access to its clients, given per client or to all clients on the Office access page.

• The companies your office grants Taxxa in Fivaldi, and in each only the rights you tick there.
• Bookkeeping: chart of accounts, vouchers, account balances, fiscal years and budgets.
• Purchase invoices, the sales and purchase ledgers, sales orders, and the customer and product registers.
• Each request is pinned to the Fivaldi company of the client the chat is about. Fivaldi sees every request as Taxxa's partner account, and Taxxa records which member made it.
• Taxxa can also prepare changes, such as a voucher or a purchase invoice row. By default it asks you to approve each change before it is sent to Fivaldi. You can change this per connector in Taxxa.

• Your office's Fivaldi main user, who grants partner users access under Palvelunhallinta (Service management).
• Your office's business ID (Y-tunnus) registered with Taxxa. Taxxa uses it to find your office in Fivaldi. If it is missing, ask Taxxa support to add it.
• The office access permission in Taxxa, given by a workspace admin. Only office access managers can connect Fivaldi.
• Visma bills Fivaldi API use to your office. Ask Visma about the price.

1. 1In Fivaldi, as your office's main user, open Muut → Asetukset → Palvelunhallinta → Kumppanikäyttäjät (Other → Settings → Service management → Partner users).
2. 2Select Taxxa. Tick each company that Taxxa may use and, for each one, the rights it needs, such as bookkeeping material, chart of accounts, purchase invoices and company information. Save.
3. 3In Taxxa, open Connectors and select Fivaldi. Select Connect. There is nothing to type: Taxxa finds your office in Fivaldi by its business ID.
4. 4Choose which Fivaldi companies belong to which client companies in Taxxa, then save.
5. 5In Taxxa, open the Office access page from Connectors and give members access per client or to all clients: Read for the read actions and synced data, or Read & write for every action. People who can manage office access have full access. A write action still follows each member's own approval setting: Taxxa asks before each change unless that member chose to allow changes without asking.
6. 6To give access to many clients at once, select Edit next to a member on the Office access page, filter the clients, for example by connector, select all matching clients, choose Read or Read & write, and save.

Taxxa says that your office has not granted access yet.

Ask your Fivaldi main user to select Taxxa under Palvelunhallinta → Kumppanikäyttäjät, tick at least one company and save. Then connect again.

Taxxa asks you to contact support about your business ID.

Taxxa needs your office's business ID (Y-tunnus) to find your office in Fivaldi. Ask Taxxa support to register it, then connect again.

Fivaldi refuses a request for one company.

Tick the right that Taxxa needs for that company under Kumppanikäyttäjät, for example purchase invoices, and save.

A member cannot use Fivaldi in Taxxa.

Someone who can manage office access must give the member access to that client, or to all clients, on the Office access page.

Disconnect Fivaldi in Taxxa under Connectors. To stop all access in Fivaldi as well, remove Taxxa or untick its companies under Palvelunhallinta → Kumppanikäyttäjät.