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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.
Open the client file you want in Expert/M Plus. On the dashboard, you get a notification that documents are ready to be processed. Click the notification to process them.
If the 'te verwerken' box is not on your dashboard, click the 'Dagboeken' menu, choose the type of document you want to process (Aankopen, Verkopen) by clicking the submenu with that name, and then click the 'Ingave …' submenu of that document.
The documents exported from Billit then open as booking proposals, ready for you to process.
