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From your accountant account, you can effortlessly connect your business owners' Billit client files to Adsolut (cloud version) and import your client files into your accounting software at fixed times (or whenever you want). The UBL invoices imported by Billit are read correctly by Adsolut (cloud version) and you can easily process them in Adsolut (cloud version).
Important: if you work with Adsolut via a cloud server, it is unfortunately not possible to synchronise customers, suppliers and general ledger accounts from Adsolut to Billit. Exporting invoices and CODA files from Billit to Adsolut is supported, however.
Settings in Billit
Go to the 'Integrations' submenu that appears when you click a client file in the 'Files' menu, and click 'Available' on the FTP tile (not SFTP Synchronisation).
Important: to connect to a client file in the cloud version of Adsolut, you need the FTP server details. You can obtain these from your accountancy software supplier (Wolters Kluwer).
On this screen, enter the FTP server details:
| Veldnaam | Waarde |
|---|---|
| Type | Kies voor "SFTP" |
| Hostnaam van de SFTP-server | Te verkrijgen via de leverancier |
| Poort | Te verkrijgen via de leverancier |
| Gebruikersnaam | Te verkrijgen via de leverancier |
| Wachtwoord | Te verkrijgen via de leverancier |
After entering the FTP server details, you can set up the target folders:
| Veldnaam | Waarde |
|---|---|
| Mapnaam verkopen | Bestemming op de server voor verkopen |
| Mapnaam aankopen | Bestemming op de server voor aankopen |
| Mapnaam documenten | Bestemming op de server voor documenten |
| CODA | Bestemming op de server voor CODA-bestanden |
Click "Opslaan" to confirm the settings.
Settings in Adsolut (cloud version)
To ensure that Adsolut reads the invoices, you must set this folder as the so-called 'EFFFPATH' for each client file.
The EFFFPATH is the location of the client file folder on the FTP server that contains the sales and purchases folders. By default, this is the folder named after the VAT number.
To do this, click the 'Systeembeheer' tab and then the 'Instelling' tab. When you type 'EFFF' in the search field, you will see the code and setting for 'EFFFPATH'. Double-click the location. If the code is not visible, you can also create it yourself.
CODA files
To ensure that Adsolut reads the CODA files, you must set this folder as the so-called 'CODAPATH' for each client file. To do this, click the 'Systeembeheer' tab and then the 'Instelling' tab. When you type 'CODA' in the search field, you will see the code and setting for 'CODAPATH'. Double-click the location. If the code is not visible, you can also create it yourself.
More info:
