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User Buttons

User Buttons in ABRA Flexi

Written by Lenka Haringerová

This is one of a number of ways to make working in the accounting system more convenient and efficient, eliminating the need to switch back and forth between applications. The feature allows you to add a button in ABRA Flexi that opens a specific URL directly in your web browser.

So if you use various systems or web portals in your work, user buttons give you direct access to them right from within ABRA Flexi.

Use case examples

You maintain a company address book in Flexi. You are issuing an invoice to a customer and, before sending it, you need to verify that all their details are still up to date. You can set up a user button that opens the customer's record on justice.cz, where you can quickly check the data.

Or, when issuing an invoice, you need to renew a customer's license. You create the new invoice, then click a user button that opens your license management system, where you locate the relevant license and renew it immediately. This eliminates the need to manually switch to a web browser and search for the license in the management system. If you issue a large number of invoices each day that require an additional operation, this represents a significant time saving.

The web page behind a user button does not have to simply display information. You can use PHP or JavaScript, for example, to build a simple application that performs a defined action when launched and modifies data directly in Flexi.

This can be illustrated with the license renewal example, which can be simplified so that after clicking the button the user is taken straight to a page confirming that the license has been renewed — because the required operations in the license management system are carried out automatically on the user's behalf.

Another practical use case is automatic matching. Flexi supports only four options for automatically matching bank transactions with invoices (variable symbol + account + amount, variable symbol + amount, variable symbol, and amount). These options may not be sufficient or suitable for every company. It is therefore possible to program custom matching using the API. But how do you explain to an accountant that whenever they want to match documents, they need to open a browser, enter an address, fill in a username and password, and then run the matching process? Isn't it great that you can add a user button for automatic matching directly in Flexi? The accountant simply clicks and everything is matched automatically after a moment.

A similar approach can be applied to bank statement formats that are not natively supported in Flexi. All it takes is a simple web application that lets the user select a file and import it into Flexi — made accessible via a user button.

How to create a user button

Working with user buttons in ABRA Flexi is only possible via XML import or the API. It is therefore not an operation for complete beginners, but the process is clearly and thoroughly described in the documentation. Any more advanced user should be able to add a user button without difficulty.

Button example

<?xml version="1.0"?><winstrom version="1.0">  <custom-button>    <id>code:HEUREKA-DETAIL</id>    <url><![CDATA[${object.popis}]]></url>    <title>HEUREKA</title>    <description>Zobraz produkt na Heurece</description>    <evidence>cenik</evidence>    <location>detail</location>    <browser>desktop</browser>  </custom-button>  <custom-button>    <id>code:HEUREKA-LIST</id>    <url><![CDATA[${object.popis}]]></url>    <title>HEUREKA</title>    <description>Zobraz produkt na Heurece</description>    <evidence>cenik</evidence>    <location>list</location>    <browser>desktop</browser>  </custom-button></winstrom>

The sample button is added to the price list and allows you to open the URL entered in the description field.


In this case, the price list description field contains the URL of the product on heureka.cz (e.g. http://mobilni-telefony.heureka.cz/apple-iphone-5s-16gb/), where you can quickly find out at what prices competitors are selling the same product.

System integration

Today, most companies use a variety of specialized systems for specific tasks — whichever suits them best. The challenge then becomes how to keep all these systems in sync, avoid overlooking anything, and ensure that data is accurate across all of them. Thanks to its API and now user buttons as well, ABRA Flexi is the ideal solution for integrating these specialized systems.

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