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With this integration, you send invoices to be processed (automatically) to Briljant 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 Briljant.
Please note: to import UBL invoices into Briljant, you must first install the Kluwer Exchange UBL module (Step 6).
To read electronic invoices in UBL and/or Kluwer Exchange format into Briljant Account, you must first install the Kluwer Exchange UBL module.
To do so, use Windows Explorer to go to the folder ?:\Briljant\config\clientsetup
If you work with Briljant under Centraal dossierbeheer (central file management), go to the folder: ?:\Kluwer\Finfisc\Briljant\config\clientsetup
Right-click the file setupUBL.exe and choose Run as administrator to start the installation.
Install this module on every PC/workstation where you want to run the UBL import.
UBL Import Wizard procedure
Go via Ingeven (Enter), Aankoopfacturen/Verkoopfacturen (Purchase invoices/Sales invoices) to the relevant purchase journal/sales journal.
Right-click and choose Inlezen elektronische facturen (Read electronic invoices), or use the key combination
CTRL + F7.
Go to the location where you saved the UBL or Peppol file from your supplier/customer. Then select the file you want to import.
If the program cannot find the supplier/customer in the Briljant supplier list, the screen below appears.
You can create the supplier/customer, or go to the supplier/customer screen to select the right supplier/customer. The invoice details are then shown. You can now complete the general ledger accounts if necessary and save the invoice with F5. You can change the general ledger account. The next time you import, the program will take these changes into account.
You can also select multiple invoices to import at the same time using the Shift or Ctrl key.
While importing multiple documents, you can always right-click to cancel reading the invoices or to move on to the next invoice, for example if you still want to check something for a particular document.
You can also drag your supplier's UBL or Peppol invoices from Windows Explorer to the purchase journal. This always works one invoice at a time. You cannot drag a selection of multiple documents to Briljant Account.
If a general ledger account set up for analytical accounting is used, the program will ask you to enter the analytical breakdown during the import.
