Department synchronisation

Department synchronisation - how departments are created and used in Tripletex

Understand how departments from Telaris are synchronised and used in Tripletex.

TABLE OF CONTENTS

• Department sync
• Introduction to department sync
• Overview of department sync
  • How departments are synchronised
  • When departments are created
  • Requirements for Tripletex
• Common department sync errors

Introduction

Department synchronisation is used to ensure that departments in Telaris exist and are correctly linked in Tripletex.

This is especially important for correct bookkeeping.

Tip: Use departments consistently in Telaris to get correct accounting reporting in Tripletex.

Overview of department synchronisation

Departments are synchronised automatically when they are taken into use.

How departments are synchronised

When a department is used in Telaris in a sale or project

• The system checks whether the department exists in Tripletex
• If yes → it is linked
• If no → it is created automatically
  
  

Matching is based on code and name.

When departments are created

Departments are created in Tripletex when they:

• Are used in an invoice
• Are used in a project context
  
  

There is no manual “export all departments” function.

NOTE: Departments are only created in Tripletex when they are actually used in Telaris.

Requirements for Tripletex

For department sync to work, Tripletex must have:

• Department accounting enabled

If not:

• Department sync is automatically disabled from Telaris during transfers

Common department sync errors

If departments are not synchronised:

• Department accounting is not enabled in Tripletex
• Department code does not match
• The department has not been used in a process

NOTE: If Tripletex does not support departments, sync will be disabled.