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In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.
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Connect Billit with Expert/M Plus

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.

  • FAQ
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    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'.

    Are general ledger accounts from Expert/M copied to Billit?

    When the connection was set up, all known general ledger accounts were already brought into Billit. When you set up new general ledger accounts in Expert/M, they are synchronised to Billit (leave the client file open in Expert/M for a while so that it has time to synchronise). General ledger accounts modified in Billit are not copied to Expert/M.

    I don't see any client files when I try to add client files from Expert/M.

    Billit cannot link empty client files, so make sure that at least accounting periods are available. Does the client file still not appear? Open the client file in Expert/M and leave it open for a while to synchronise. Is the client file still not visible in Billit after 5 minutes? Then contact our customer support team.

    I don't get a PDF view of my UBL invoices on the entry screen in Expert/M.

    Try the following steps (or ask your IT partner to carry them out):
    - Set Windows DEP to apply to Windows programs and services only.
    - Exclude the following directories from the virus scan:
    C:\kluwer
    C:\kluwerdata
    C:\program files (x86)\adobe
    C:\program files (x86)\kluwer
    C:\program files (x86)\kluwer software
    - Restart the server to activate the changes.
    You can find more information in the Wolters Kluwer Knowledge Database

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