We want to set up Klippa for receipts, what is a clean approach for an SMB?
Klippa is strong on OCR plus approval, but stands or falls on your approval logic and link to the bookkeeping package. Start with one flow (credit card or receipts), expand later.
Try this first
- 1Create a user per employee and link their corporate credit card or expense category to the right cost centre.
- 2Define approvers per threshold, in our practice two layers is enough (manager for small, director for large).
- 3Link Klippa via the standard integration to Exact Online, Yuki, Twinfield, Snelstart or Moneybird, not via a Zapier detour.
- 4Pilot for two weeks with one team before rolling out, learn which categories people pick incorrectly.
- 5Enable auto-reminders for unapproved expenses older than 7 days, otherwise they pile up around month-end.
When to bring us in
With multiple legal entities or international teams Klippa setup hits scope questions, we can help structure it.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
None of the above fits?
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