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With this integration, you send invoices (automatically) to Octopus: as direct bookings in the journal, or for processing to the Document Import Viewer. If your entrepreneurs have linked their bank accounts, you can also export CODA files to the financial journal. You can then easily check or process these files in Octopus.
In just a few clicks, you add client files to Billit based on the client file data in Octopus. This imports not only the client file data itself, but also all customer and supplier data from the Octopus client file into Billit, including general ledger accounts. After posting, the booking numbers from Octopus are visible with each document in Billit.
Please note: make sure the Webservice module is active for the client file in Octopus under Beheer > Gebruikers > Rechten > Toegang tot de webservice.
Click a client file in the 'Files' menu. In the submenus that open, click the 'Integrations' submenu and then 'Installed' on the Octopus tile.
On this screen, you can set where in Octopus the purchase and sales invoices should be sent and which default general ledger accounts are sent along (if no general ledger account has been defined at another level).
If you choose booking in the journal, Billit no longer forwards UBL invoices for processing; instead, entries are created automatically in Octopus.
If you choose to send the income and/or expenses to the Octopus DMS system, you will still need to process them manually in Octopus.
On this screen, you can also tick that the CODA files may be booked directly in the financial journal in Octopus.
Finally, you can also choose to export the sales invoices based on the invoice number instead of the invoice date.
