Settings

Available in Classic and VPC

In the Settings menu, you can enter the basic settings for using the different sub menus of the Accounting service and view slip templates. You can also import data from existing accounting programs, download ERP slips for integration with the DOUZONE solution, and enter Smart Store integration settings.

Set Accounting

You can establish the basic settings for using the Accounting service by entering the month of settlement, company's date of establishment, accounting account, and currency settings. If the Finance Services are being used, you can set the financial account integration status in addition to the basic accounting information.

The Accounting Settings page is laid out as follows.

View Slip Templates

You can check the slip templates provided by the Accounting service. They consist of the slip type, account title, debit/credit classification, processing type, and notes.

To view the slip templates provided by the Accounting service, click the Service Menu > Accounting > Settings > View Slip Templates menus, in that order, from the WORKPLACE PC web page.

Import Data

You can import and use the data of external accounting programs in the Accounting service by downloading the data and mapping them according to the code information of WORKPLACE. Data are imported by using an Excel template to align the data of external programs with the code information of WORKPLACE, and then registering the slip.

The process of migrating external data is as follows.

The following shows how to import external data to the WORKPLACE Accounting service.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Accounting] button.
2. Click the Settings > Import Data menus, in that order.
   
3. Check the currently registered business place information in Step 1. View Business Place.
   • If the business place information hasn't been registered, register business information by referring to Add Business Place.
4. Click the link buttons provided in each step from Step 2 to Step 6 and proceed with the settings.
   • Set Standard Information Guide
   • Register Vendor Guide, Check Employee Account Guide
     • Use WORKPLACE forms to upload externally used vendor data.
   • View Account Titles Guide
     • Download the WORKPLACE account information data and compare them with externally used account titles.
   • Add Management Item Guide
     • In the Manage Account Titles menu, you can register and manage the common code of management items as well as add the detailed code of the common code.
   • Register Deposit/Installment Savings Account Guide, Register Corporate Credit Card Guide
5. Click the [Register Slips] button of Step 7. Register Slips.
6. Click each of the [Download Vendors] button, the [Download Account Titles/Management Items] button, and the [Download Deposit/Installment Savings Accounts] button. Download the files and check the codes.
7. Click the [Download Slip Template File] button and check the code. Fill out the details based on the code and save.
8. Click the [Upload Slip File] button and upload the saved template.
9. Click the [Check Data Registration] button, and then click the [OK] button in the confirmation pop-up window.
   • Data are reviewed in units of rows in the WORKPLACE system. When an error is found in the data, it is displayed in the Details column.
   • If an error occurs, see Troubleshoot Data Registration Errors to modify the data and upload them again.
10. Click the [Register Slips] button and complete the slip registration.
    • You can check the registered slips in the Manage Slips > Create/View Slips menus.

Troubleshoot Data Registration Errors

If an error occurs despite checking the data registration of slip templates uploaded, see the following table.

Download ERP Slip

You can easily move the data of the WORKPLACE Accounting service to an external solution by mapping the slips of WORKPLACE and DOUZONE iCUBE on WORKPLACE and downloading the mapped slips.

The following shows how to map the slips and information of DOUZONE iCUBE, and then download them.

1. From the DOUZONE iCUBE solution, download the business place, department, vendor, and account title data.
   • You can download the business place data by searching management item D5 business places in Manage System > Manage Basic Information > Accounting Personnel > Register Management History, checking the business place data on the right, and then selecting Context Menu > Convert Data > Output in Excel (Including Hidden Items).
   • You can download the department data by searching management item C1 business places in Manage System > Manage Basic Information > Accounting Personnel > Register Management History, checking the business place data on the right, and then selecting Context Menu > Convert Data > Output in Excel (Including Hidden Items).
   • Vendor data can be downloaded according to the searched data.
     • You can download the data by searching general vendors or financial vendors in Manage System > Manage Basic Information > Register General Vendors, checking the business place data on the right, and then selecting Context Menu > Convert Data > Output in Excel (Including Hidden Items).
   • You can download the account title data by clicking the [By Account] button on the right in Manage System > Manage Basic Information > Accounting Personnel > Register Account Titles of the DOUZONE iCUBE solution, checking the data searched by account, and then selecting Context Menu > Convert Data > Output in Excel (Including Hidden Items).
2. In the WORKPLACE PC web page, click the [Service Menu] > [Accounting] button.
3. Click the Settings > Download ERP Slip menus, in that order.
   
4. Click the [Register DOUZONE (Business Place) Management History] button of Step 1.
   • You will be redirected to the Register DOUZONE Management History page.
5. Click the [Upload] button and upload the DOUZONE iCUBE business place data.
6. Click the [Map Business Place] button of Step 1.
   • This maps the business place code used on WORKPLACE with the business place code being used on DOUZONE iCUBE. Mapped business place codes are written in business place codes that fit DOUZONE iCUBE in Download Slip Data.
   • The business place information registered on WORKPLACE is displayed in Department/Business Place/Company.
7. Click of the Code Name input field in DOUZONE Management History, and then select the business place to be mapped with the WORKPLACE information on the left.
8. Click the [Save] button and save.
9. Proceed with mapping from Step 2 to Step 4 using the same method as steps 4 through 8.
   • You can ignore Step 2 if departments are not used as a management item by account on DOUZONE iCUBE.
   • Register and search data to use the vendor codes being used on DOUZONE iCUBE for Download Slip Data of WORKPLACE in Step 3.
     • If data are generated without mapping vendor codes, the DOUZONE vendor codes may be mapped with the business registration number or resident registration number from slip registration on DOUZONE iCUBE, or registered as a new vendor. It is recommended to map the vendor information of WORKPLACE.
   • When mapping the account titles of Step 4, check the account title and title type before selection as there are identical account names depending on the account group of DOUZONE iCUBE.
10. Click the [Register Company Code Mapping] button of Step 5, and then enter each of the code and code name to be mapped in DOUZONE Management History.
11. Click the [Save] button and save. Return to the procedure screen by clicking Settings > Download ERP Slip menus in order.
12. Click the [Download Slip Data] button and download the mapped slips.
13. Click the [Open File] button in the Automatic Slip Processing (Simplified) menu of DOUZONE iCUBE. Select and register the slip data downloaded on WORKPLACE.

• Check the Automatic Slip Processing (Simplified) menu. You can register Excel data only when the menu exists.

Connect Smart Store

When a customer who subscribed the WORKPLACE Free product through NAVER Smart Store completes integration settings in NAVER Smart Store, then the Integrate Smart Store menu is displayed. You can set the data to be scraped in integration with Smart Store and check integration errors.

When Smart Store is integrated, you can automatically import sales date, to create slips and VAT report files.

The Integrate Smart Store page is laid out as follows.

Smart Store Integration Settings

If you set the Smart Store data to be integrated, the sales data of Smart Store is scraped and imported on the third day of every month (once). You can check the imported sales data and create sales slips in the Accounting Service > Manage Receivables/Payables > Create/View Sales Data menu. (They are registered based on the purchase confirmation date in Smart Store.)

The following describes how to set data to be scraped in integration with Smart Store.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Accounting] button.
2. Click the Settings > Integrate Smart Store menus, in that order.
   • A pop-up window for consent to collection of personal information appears when you access the Integrate Smart Store menu for the first time. You can use the Integrate Smart Store menu after agreeing to the collection of information.
3. Click the [Integration Settings] button in Smart Store.
4. Enter the integration settings by referring to the following, and then click the [Save] button.
   • Usage Status: Select Use.
   • NAVER Smart Store: Click the [Integrate] button of the Smart Store to be integrated.
5. Click the [Save] button.

View Integration Error Status

The following describes how to check errors that occurred while integrating with Smart Store.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Accounting] button.
2. Click the Settings > Integrate Smart Store menus, in that order.
3. Click the Integration Error Status tab.
   • The integration error details are displayed.
   • If another error message appears, contact NAVER Cloud Customer Center.