ADD is a cloud base accounting system that caters to small and medium enterprises. It is a user friendly system that even a fresh graduate accountant can easily handle its function.
ADD is designed to have a package of basic functionalities that a business needed to record the company performance and can satisfy the auditors and government requirements.
You can reach ADD at:
- Website link: https://addaccounting.com/
- Email: info@addaccounting.com
Initial Integration Requirements
- First, you need to have an ADD account. You can enjoy the 14-day trial period or directly activate your account.
- You need to have the
Premium plan
for you to have access to the configuration section. - The integration requires you to do mapping between Foodics and ADD for certain entities, this can be done by creating resources in ADD and then linking them to Foodics ADD Integration on the integration
settings
page.
1. Company setup
- Create your company and fill in all pertinent information on the supplied fields.
- Create your tax rate in the setting portal.
2. Payment Methods
- Once you finish creating your company, open a bank account for all your payment type available in your Foodics console except:
- House account
- Coupon
- Gift card
- Loyalty
3. Inventory accounts
- Open a GL account at the Chart of accounts for the following:
- Inventory – current assets
- Inventory adjustment – current assets
- Pending transfer – current assets
- Coupon– current liability (check enable payment box)
- Gift card– current liability (check enable payment box)
- Loyalty current liability (check enable payment box)
We recommend that you first create all needed resources in ADD before enabling the integration and starting to do the mapping.
Enabling the Integration
Note: You must have an ADD account before enabling this integration. If you don't have an account contact ADD's team to register.
Log in to your Foodics console at console.foodics.com/login using the owner email, If you logged in with a non-owner user, you will not be able to activate the integration.
Navigate to the
Marketplace
page ---> Search forADD Accounting
underAccounting
category ---> ClickInstall
.You will be directed to ADD Website ---> Click on
Sign in
to login ---> After logging in ---> Please navigate to the lower portion of the dashboard and click on theWP Connect
module.Navigate to
Available Integrations
Section ---> Choose Foodics and select the Trigger and Action from the dropdown list ---> Click on theSetup
button.You will be directed to the configuration page to do the mapping between your Foodics and ADD account ---> Click
Get token
.Foodics will ask you to authorize ADD to access your account data, click
Authorize ADD Accounting Software to Access My Account
, or clickCancel
if you want to cancel the process.Enter the desired business name and turn on the required branches.
Do the entities mapping (POS Transactions, Inventory Accounts, Payment Types, Tax Type)
Set the
Sync Scheduler
to auto sync as per your preferred time.Click
Create
.The integration has been enabled successfully.