Help articles

Once BillSync is connected, you can find its settings in the Billit platform under Settings > Integrations > BillSync. At the top of the page, you can check the status of the installation:

• Installed on server: the name of the machine BillSync runs on.
• BillSync last seen: green if BillSync has reported in within the last 15 minutes, red otherwise.
• Root path and CODA root path: the folders set in the BillSync configuration on the server.

The page exists at two levels: the accountant view with the firm-wide settings and the professional view with the settings of a single client file.

Accountant view (firm-wide settings)

Open Settings > Integrations > BillSync at firm level. These settings act as defaults: every new client file inherits them when it is linked to BillSync. The page contains the tabs "General settings", "Advanced settings", "ExpertM", "Adsolut" and "Wings".

General settings (general accounting behaviour):

• For the sales and purchase journals, you can sort invoices by invoice date and group the order lines of an invoice.
• If a linked client file uses Expert/M, Adsolut or Wings, an extra Relations section appears, where you can enable the synchronisation of existing customers and suppliers from the accounting software to Billit.
• Use the checkbox at the bottom to apply the settings to all existing client files.

Advanced settings (how files are exported and organised):

• Export format (UBL by default).
• Automatic translation of the subfolder names ("Folder structure language").
• Splitting CODA files by year.
• File content options: add a separate PDF, remove the PDF from the UBL, remove the payment method from the UBL, add an extra information page when exporting, add the counterparty number and swap the first and last names of contacts.

The "ExpertM", "Adsolut" and "Wings" tabs contain the connection with the accounting software itself. The database connections for Expert/M and Adsolut are described in the articles on the bidirectional integration.

Professional view (per client file)

You can also open the same page from a specific client file. You see the same tabs, but whatever you change here applies only to that client file and overrides the firm default. There are also a few options specific to the client file:

• "Accounting software": the accounting software of this client file. This choice determines which extra options become available, such as relation synchronisation and default general ledger accounts.
• Custom subfolder names: for each document type (sales, purchases, documents, financial transactions), you can change the subfolder within this client file's BillSync target folder. The banner shows the current target folder; the placeholder text in the fields shows the default structure (<File name>-<VAT>\<Subfolder>).
• Default general ledger accounts: a default general ledger account for sales and one for purchases. If the general ledger accounts have been synchronised from the accounting software, you choose from a list; otherwise, you enter a number.

Use the "Go to global BillSync settings" button to return to the accountant view.