Octopus

Octopus is a popular accounting software that many accountants use. Through the integration between Sage Cloud Demat Invoicing and Octopus, you can send invoices, credit notes and expenses directly to your accountant’s DMS (Document Management System).

Before you begin

For the integration, you need Octopus login credentials. These credentials are managed by your accountant. Contact your accountant to:

• Request your Octopus username
• Receive your Octopus password

💡 Tip: Your accountant can create these credentials for you in Octopus, specifically for accessing your file.

Setting up the integration

1. Go to Connections in the menu
2. Click on Octopus
3. Click on Connect
4. Log in with your Octopus credentials (received from your accountant)
5. Grant permission to link Sage Cloud Demat Invoicing to your Octopus account

From that moment on, your Sage Cloud Demat Invoicing and Octopus accounts are connected.

Sending documents to Octopus

Once the integration is active, you can send documents to the Octopus DMS:

1. Go to the Invoices, Credit Notes or Expenses module
2. Click on Export
3. Click on Octopus
4. Check the documents you want to export
5. Click on Next

The selected documents will now be automatically sent to the Octopus DMS and will be visible to your accountant.

💡 Tip: You can only export documents that you have already sent to your end customer.

Problems with the integration?

Are you getting an error message when connecting? Check the following:

• Make sure you are using the correct Octopus login credentials (request these from your accountant)
• Check if your accountant has given you access to the correct file
• Try logging in again

Still not working? Contact us at help@clouddematinvoicing.be.