Help articles

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'.

Invoices not arriving in the accounting software?

It can happen that the invoices exported from Billit do not arrive in the accounting software.

You will notice this if there is a green tick next to exported, but you don't get confirmation of the 'Booked' status and don't receive a 'Booking number' in Billit.

At the top right (next to the language selector and the gift icon), you will also see an 'exclamation mark' with a red indicator showing the number of problems that have occurred.

Click the 'exclamation mark' and you will get the necessary information about the problem.

There are 2 possible scenarios:

• The problem occurs in Billit: in this case, solve the problem in Billit (the error message will give you the necessary information) and then click 'Mark as resolved'. The export will then resume.
  • E.g.: a general ledger account was entered incorrectly
• The problem lies in the accounting software: in this case, solve the problem in the accounting software, after which you can click 'Mark as resolved' in Billit; the export will then resume.
  • E.g.:
    • Currency: the currency used in Billit does not exist in the accounting software
    • OSS: the OSS code used in Billit does not exist in the accounting software and/or the description does not meet the specifications

Please note: The export stops completely as soon as an error occurs; retrying the export will not fix this. Simply clicking the 'Mark as resolved' button will not restart the export either if the original problem has not been solved.

Error message in Billit about the user's 'rights'?

In this case, you need to give the necessary rights in Exact Online to the Exact Online user with which the integration was set up.

You can check this in the accountant portal by clicking 'Settings' and then 'Integrations', and then clicking the Exact Online tile.

In the 'Connected via user' field, you will then see which user was used to set up the general integration between Billit and Exact Online.

This user will need to be given access to the client file in Exact Online:

• Mijn Exact Online
• Beveiligingscentrum
• Machtigingen voor mijn app
• Billit (we recommend giving access to 'Alle huidige en toekomstige administraties' to avoid this problem in the future.)

Important:

• Do not simply change the user who set up the integration in Billit, as this may cause problems in other client files.
• The export stops completely as soon as an error occurs; retrying the export will not fix this. Simply clicking the 'Mark as resolved' button will not restart the export either if the original problem has not been resolved.