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For whom?
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With this integration, you send invoices to be processed (automatically) to B-Wise as UBL files. If your entrepreneurs have linked their bank accounts, you can also export CODA files. You can then easily process these files in B-Wise.
I can't see all my businesses on the dashboard.
The dashboard only shows the business owners who have new documents in their Quick entry waiting to be processed, or new documents ready to be exported.
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'.
