-
-
-
-
-
For whom?
-
-
-
-
With this integration, you send invoices (automatically) to Exact Online: as direct bookings in the journal, or for processing to the Digital Mailbox or ScanService. If your entrepreneurs have linked their bank accounts, you can also export CODA files. You can then easily check or process these files in Exact Online.
In just a few clicks, you add client files to Billit based on the client file data in Exact Online. This imports not only the client file data itself, but also all customer and supplier data from the Exact Online client file into Billit, including general ledger accounts. After posting, the booking numbers from Exact Online are visible as hyperlinks with each document in Billit.
Depending on whether you choose to import as an entry or as UBL in the digital mailbox, the documents to be processed end up in the 'Boekhouding' > 'Boekingen' > 'Verwerken' (Accounting > Entries > Process) menu, or you receive a notification via the 'Activiteiten' > 'Digitale brievenbus' (Activities > Digital mailbox) tab. CODA files always end up in the digital mailbox of the right client file.
Once an invoice has been posted in Exact, Billit retrieves the entry number and places it next to the invoice in the purchase and sales journal in Billit. When you click the entry number, you are taken to the entry in Exact.
