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With this integration, you send invoices to be processed (automatically) to Expert/M 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 Expert/M.
In just a few clicks, you add client files to Billit based on the client file data in Expert/M. This imports not only the client file data itself, but also all customer and supplier data from the Expert/M client file into Billit, including general ledger accounts. After posting, the booking numbers from Expert/M are visible with each document in Billit.
Please note: if you work with Expert/M via a Firebird server, it is unfortunately not possible to synchronise from Expert/M to Billit. Exporting from Billit to Expert/M is supported.
BillSync exports the purchases and sales of each client file to the "Purchases" and "Sales" folders. To make sure new files from Billit end up in the queue in Expert/M, the import paths must be set 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 (for each client file) the paths from which Expert/M can retrieve the documents:
Please note: after posting, Expert/M deletes the UBL files from these folders and stores 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. Expert/M can import credit notes fully 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:
