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Being finished with the vendor

iDoklad: received invoices and receipts as expenses, without retyping

FinSuite reads the supplier, amounts and VAT from invoices and receipts and writes them to iDoklad with the Client ID and Client Secret from iDoklad settings. The connection is being finished with the vendor.

Received invoices and receipts usually get retyped into iDoklad by hand. FinSuite reads them, you check the details next to the preview, and the expense is written to iDoklad with the Client ID and Client Secret from iDoklad settings.

Saving to iDoklad is still being finished with the vendor. Reading, review and duplicate warnings work today; when you sign up you see the exact status.

What FinSuite saves

  • the received invoice or expense with supplier, dates, amounts and VAT by rate
  • the document PDF as an attachment where the vendor’s interface allows it
  • the payment once matched with the bank

How to connect iDoklad

  1. In iDoklad, open Nastavení (Settings) → Aplikace → the API tab.
  2. Click Vygenerovat (Generate) and save the settings — otherwise the credentials won’t work.
  3. Copy the Client ID and Client Secret.

These steps follow the vendor’s official documentation: api.idoklad.cz, www.idoklad.cz.