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From your accountant account, you can effortlessly connect your business owners' Billit client files to Expert/M (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 Expert/M Plus (cloud version) and you can easily process them in Expert/M Plus (cloud version).
Important: if you work with Expert/M via a cloud server, it is unfortunately not possible to synchronise customers, suppliers and general ledger accounts from Expert/M to Billit. Exporting invoices and CODA files from Billit to Expert/M 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 Expert/M, 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 Expert/M (cloud version)
To ensure that new files from Billit end up in the queue in Expert/M, the import paths must be set up correctly.
Import paths for purchases and sales
Open the client file in Expert/M and click:
Configuratie - Configuratie gekoppelde documenten
In the 'Configuratie gekoppelde documenten' window, enter (per client file) the paths where Expert/M can retrieve the documents:
Important: after booking, Expert/M deletes the UBL files from these folders and saves them in the "target folder". Make sure these target folders are not the same as the import folders! We recommend creating a 'Processed' subfolder for each import folder.
Make sure you do not tick the 'Negatieve creditnota's positief' option. After all, Expert/M can import credit notes completely correctly.
CODA files
BillSync exports the CODA files of each client file to the "FinancialTransactions" folder. To make sure new files from Billit end up in the queue in Expert/M, the import paths must be set correctly.
Open the client file in Expert/M and click:
Dagboeken - CODA - Import CODA
More info:
