With this connection, you can link Billit to the Adfinity accounting software. This lets you export the client files of your clients who use Billit to your server at fixed times (or whenever you want). Adfinity reads the UBL invoices correctly, so you can easily process them in your accounting software. If your entrepreneurs have linked their bank accounts to Billit via Billbank, you can also have the CODA files from their client files imported into Adfinity.
How can I view my entrepreneurs' client files in detail?
Click a client file in the 'Files' menu. Via the 'Quick entry' submenu, you can view your entrepreneur's Quick entry and process documents yourself if needed. In the 'Details' submenu, click 'Open file' in the 'Account information' box. You now enter your entrepreneur's platform exactly as they see it.
Can I re-import certain invoices of a client file?
Certainly. Proceed as you did the first time you exported the documents, but before exporting, click 'Show options' and tick 'Include already exported'.