Configure Accounting System Credentials and Field Mappings

Organization administrators must be able to set up the accounting integration specific to their organization. For Blindeforbundet this means entering Xledger OAuth2 credentials and mapping expense types (mileage, tolls, parking, public transit, honorariums) to Xledger ledger account codes. For HLF this means entering Azure AD credentials for the Dynamics OData API and configuring cost center mappings. The integration config repository stores these settings encrypted at rest. A test connection button verifies credentials before saving. Feature flags per organization ensure only the relevant connector (Xledger or Dynamics) is enabled.

CRITICAL story-accounting-system-integration-organization-administrator-001 5 pts

Story Points

Critical

Priority

Accounting System Integration

Feature

User Story

As a Organization Administrator

I want to configure my organization's accounting system connection by entering API credentials and mapping expense categories to the correct ledger accounts

So that So that approved reimbursements and honorariums are automatically posted to the correct accounts in Xledger or Dynamics without manual intervention

Acceptance Criteria

Given an organization administrator on the integration settings screen, when they select their accounting system type (Xledger or Dynamics), then only the relevant credential fields and mapping options are shown
Given valid Xledger OAuth2 credentials entered, when the administrator clicks 'Test Connection', then the system confirms connectivity to Xledger and displays the available ledger accounts for mapping
Given valid Azure AD credentials entered for Dynamics, when the administrator clicks 'Test Connection', then the system confirms OData API access and displays available cost centers
Given all required fields filled and mappings configured, when the administrator saves the configuration, then credentials are encrypted at rest in the integration config repository and the connector is enabled for the organization
Given invalid credentials entered, when 'Test Connection' is clicked, then a clear error message identifies the authentication failure and prevents saving
Given an existing configuration, when the administrator updates credentials, then the previous credentials are replaced and a new test is required before enabling the connector

Business Value

Correct credential and field mapping configuration is the foundational prerequisite for the entire accounting integration. Without this, automated sync cannot occur and finance teams at Blindeforbundet and HLF continue to manually re-enter approved financial records into their ERP systems, costing hours per week and introducing reconciliation errors.

Components

Accounting System Integration

Related Feature

Organization Administrator

User Role