Please note that as part of the preparations for the shutdown of the Penta platform, synchronisation between lexoffice and Penta will no longer be possible beginning from 16th October 2023.

Yes, any user can be granted the permission “Manage Accounting Integrations & Categories” to create custom categories and manage integrations and notifications.

This includes connecting to lexoffice or sending receipts to DATEV. Please note that for a transfer with an accounting connection via Penta, the receipts must not be read-only or encrypted, otherwise the data transfer will fail.

This will not include downloading the MT940 file unless the user also has the permission to see the account balance and transactions.

You would like to try Penta? Click here if you want to know more