Softone

SoftOne integration

TaxLayer integrates with SoftOne to automatically post processed documents back into your ERP. Once connected and configured with automation rules, TaxLayer can route each document type — sales invoices, purchase invoices, credit notes, receipts, and more — to the correct destination in SoftOne without manual intervention.

This page covers:

How the integration works

Step 1 — Connect SoftOne
Step 2 — Verify the connection
Step 3 — Configure automation rules

Posting modes explained

Managing the connection

How the integration works

When TaxLayer processes a document, it extracts and classifies the data, then checks whether any automation rules apply. If a rule matches the document type, TaxLayer automatically posts the document to the configured destination in SoftOne.

The flow is:

A document enters TaxLayer (via upload, email, or mobile scanner)
TaxLayer extracts and classifies the document (e.g. "Purchase Invoice – Goods")
TaxLayer checks the automation rules for your SoftOne connection
If a matching rule exists, TaxLayer posts the document to the specified SoftOne destination
The document is recorded in both TaxLayer and SoftOne
Documents that do not match any rule are not posted automatically. You can route these to Manual Review or leave them unhandled.

Step 1 — Connect SoftOne

What you need before you begin:

SoftOne credentials: username and password
The URL of your SoftOne S1Services endpoint (e.g. https://myerp.company.gr/s1services)
Your SoftOne App ID (a numeric value, typically 2001 — confirm with your SoftOne administrator)
The correct company, branch, and module within SoftOne that you want TaxLayer to post to

Connect the integration

Go to Connections (/connections).
Click Add Connection in the top right.
In the application dropdown, type "SoftOne" or "Entersoft" and select EntersoftOne.
Click Next →.
Enter your SoftOne credentials:
Base URL
The full URL to your SoftOne S1Services endpoint, including the path. Example: https://myerp.company.gr/s1services
Username
Your SoftOne login username
Password
Your SoftOne login password
App ID
The numeric App ID for your SoftOne installation. If you are unsure, ask your SoftOne administrator. The default is often 2001
Click Connect. TaxLayer authenticates with SoftOne and retrieves your available contexts. This may take a few seconds.

If the credentials are incorrect, an error appears below the form. Check each field and try again.

Select your company context:

After a successful login, a second screen appears with three dropdown selectors:

Company

Select the company you want TaxLayer to post documents to

Branch

Select the branch within that company. The dropdown activates after a company is selected

Module

Select the accounting module to use. The dropdown activates after a branch is selected

If only one option exists at any level, it is selected automatically.

Click Save Connection.

The connection is created and appears in the Connections table. The name is automatically set to {Company Name} EntersoftOne. You can rename it at any time from the Actions menu.

Step 2 — Verify the connection

Before configuring rules, confirm the connection is working correctly.

Click the connection row to open the detail drawer.

Click Test in the drawer header.

TaxLayer runs a four-stage health check: Ping → Login → Authenticate → Get Objects.

A success result confirms TaxLayer can communicate with SoftOne and retrieve the available posting destinations.

If the test fails, check:

That your SoftOne server is reachable from the internet

That the credentials have not expired or been changed

That the App ID is correct

If the issue persists, contact your SoftOne administrator

Step 3 — Configure automation rules

Automation rules tell TaxLayer what to do with each document type when it is processed. Without rules, no documents are posted to SoftOne automatically.

A rule has two parts:

When — the document type that triggers the rule

Then — where to post the document in SoftOne

Add your first rule

Open the SoftOne connection drawer (click the connection row).

Scroll to the Automation Rules section.

Click + Add Rule.

The Create Rule modal opens.

Fill in the rule fields:

Rule name

A descriptive name for this rule. Example: "Post Purchase Invoices to Accounting"

When — Document type

Select the TaxLayer document type this rule applies to (see supported types below)

Then — Posting mode

Select how the document should be posted (see Posting modes)

Destination in SoftOne

If using Direct Post, select the SoftOne destination code to post to. This list is fetched live from your SoftOne connection

Click Save Rule.

Repeat this process for each document type you want to handle.

Supported document types for SoftOne rules

Sales Invoice (Goods)
Sales document (SALDOC)
Sales Invoice (Services)
Sales document (SALDOC)
Invoice – Delivery Note
Sales document (SALDOC)
Retail Receipt
Sales document (SALDOC)
Credit Note (Sales)
Sales document (SALDOC)
Delivery Note
Sales document (SALDOC)
Purchase Invoice (Goods)
Purchase document (PURDOC)
Purchase Invoice (Services)
Purchase document (PURDOC)
Expense Receipt
Purchase document (PURDOC)
Credit Note (Purchase)
Purchase document (PURDOC)
Non-Financial Document

For most organisations, the following rules cover standard document flows:

Post sales invoices

Sales Invoice (Goods)

Direct Post → your sales destination

Post service invoices

Sales Invoice (Services)

Direct Post → your sales destination

Post purchase invoices

Purchase Invoice (Goods)

Direct Post → your purchase destination

Post service purchases

Purchase Invoice (Services)

Direct Post → your purchase destination

Post expense receipts

Expense Receipt

Direct Post → your expense destination

Post credit notes (sales)

Credit Note (Sales)

Direct Post → your credit note destination

Post credit notes (purchases)

Credit Note (Purchase)

Direct Post → your credit note destination

Posting modes explained

When creating or editing a rule, you choose how TaxLayer should post the document to SoftOne.

Direct Post (Recommended)

TaxLayer posts the document directly to the selected SoftOne destination. You select the destination from a dropdown that is populated live from your SoftOne connection — it shows the destination code and label as they exist in SoftOne.

Use this mode for all standard document types where you have a clear, fixed destination in SoftOne.

Via SoftOne Data Flow

TaxLayer stages the data and SoftOne's Data Flow process creates the final document. Use this mode if your SoftOne implementation uses Data Flow for document creation.

Data Flow destination discovery is not yet available in TaxLayer. This mode can be selected but the destination selector is not yet functional.

Manual Review

The document is not posted automatically. It is flagged for a user to handle manually. Use this for document types where automatic posting is not appropriate — for example, non-financial documents or document types that require human judgement before posting.

Managing the connection

View SoftOne connection details

Click the connection row to open the drawer. The SoftOne Details section shows:

Base URL — the S1Services endpoint
App ID — the application identifier
Company — the selected company
Branch — the selected branch
Module — the selected module
Period — the accounting period reference

Edit a rule

Open the connection drawer.
In the Automation Rules section, click the ⋯ menu on the rule you want to edit.
Click Edit.
Update the fields and click Save Rule.

Disable or enable a rule

Open the connection drawer.
Click the ⋯ menu on the rule.
Click Disable to pause the rule without deleting it, or Enable to reactivate it.

Disabled rules are shown with a grey "Disabled" badge. They do not trigger when documents are processed.

Delete a rule

Open the connection drawer.
Click the ⋯ menu on the rule.
Click Delete.
Confirm the deletion.

Deleting a rule is permanent. Documents that would have matched this rule will no longer be posted automatically.

Rename the connection

Open the Actions menu on the connection row and click Rename.

Delete the connection

Open the Actions menu on the connection row and click Delete. Confirm the deletion. This removes the connection and all its automation rules from TaxLayer. Previously posted documents in SoftOne are not affected.

Troubleshooting

Connection fails with a credentials error. Verify the Base URL, Username, Password, and App ID. The Base URL must include the full path to the S1Services endpoint (e.g. https://myerp.company.gr/s1services — note no trailing slash). Passwords are case-sensitive.

No company options appear after connecting. Your SoftOne user account may not have access to any companies. Contact your SoftOne administrator to confirm that the account has the correct permissions.

The Destination dropdown shows "Failed to load destinations from SoftOne." The connection may be inactive or SoftOne may be unreachable. Run a Test from the connection drawer to confirm the connection is healthy, then try again.

A document is not being posted despite a matching rule. Check that the rule is enabled (green "Enabled" badge). Check that the document's TaxLayer doc type matches the rule condition — you can see the doc type in the classification tags on the document detail page. If the doc type is "Unknown Financial Document", the classifier could not identify the document precisely enough to match a rule.

The connection test fails at the "Authenticate" stage. Your SoftOne session may have expired. Try updating the connection credentials: delete the connection and reconnect with fresh credentials.

Updated on: 14/04/2026

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