Skip to content

setup.md

Latest commit

 

History

History
78 lines (55 loc) · 2.14 KB

setup.md

File metadata and controls

78 lines (55 loc) · 2.14 KB
Raw

Accounting Module Setup

Prerequisites

  • Access to Datafund's e-racuni.com account
  • Admin rights to enable Web Services API

Step 1: Enable Web Services in e-racuni

  1. Log into e-racuni.com
  2. Go to Nastavitve (Settings) > Nastavitve organizacije (Organization Settings)
  3. Find Spletne storitve (Web Services) section
  4. Click Aktiviraj (Activate) to enable Web Services
  5. Generate a unique Web Services authentication token

Step 2: Get API Credentials

You need three credentials:

Credential Where to find
Username Your e-racuni user account (or create dedicated API user)
Secret Key API password for the user
Organization Token Generated in Web Services settings

Step 3: Configure Environment

Add credentials to .datacore/env/.env:

# e-racuni.com API credentials
ERACUNI_USERNAME=your_api_username
ERACUNI_SECRET_KEY=your_secret_key
ERACUNI_ORG_TOKEN=your_organization_token
ERACUNI_ENDPOINT=https://e-racuni.com/WebServicesSI/API

Step 4: Create Knowledge Folder

mkdir -p 1-datafund/knowledge/accounting/{invoices,payables/pending,payables/paid,vendors,analysis}

Step 5: Test Connection

Run /sync-accounting to verify API connection works.

Step 6: Enable Daily Briefing (Optional)

To include financial summary in your personal /today briefing, add to 0-personal/.datacore/settings.local.yaml:

daily:
  include_accounting:
    enabled: true
    spaces: ["1-datafund"]

Troubleshooting

"Authentication failed"

  • Verify username and secret key are correct
  • Check organization token matches your database
  • Ensure user has appropriate API privileges

"Rate limit exceeded"

  • API allows 1 request/second with 4-request burst
  • Wait and retry, or use Reporting API for bulk data

"Web Services not enabled"

  • Contact e-racuni admin to activate Web Services
  • Generate new organization token after activation

API Documentation