This overview screen is divided into two tabs: ‘All files’ and ‘Bank accounts’.
By default, you will see the overview of your files as a file manager and all files without a file manager. If you wish, you can change this using the filters at the top.
Tip: Do you want to save a combination of filters? Then add the URL to your favorites.
In this tab, you will get an overview of all bank accounts that have been added to your files.
You will also immediately see whether you, as an accountant, receive CODA files via Billit or not. (BE only)
The list below provides an overview of all possible connections for receiving bank transactions in the entrepreneur's file. Connections where you, as an accountant, also receive CODA files via Billit, are indicated with a checkmark in the 'CODA via Billit' column.
