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For whom?
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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.
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'.
Invoices not arriving in the accounting software?
It can happen that the invoices exported from Billit do not arrive in the accounting software.
You will notice this if there is a green tick next to exported, but you don't get confirmation of the 'Booked' status and don't receive a 'Booking number' in Billit.
At the top right (next to the language selector and the gift icon), you will also see an 'exclamation mark' with a red indicator showing the number of problems that have occurred.
Click the 'exclamation mark' and you will get the necessary information about the problem.
There are 2 possible scenarios:
Please note: The export stops completely as soon as an error occurs; retrying the export will not fix this. Simply clicking the 'Mark as resolved' button will not restart the export either if the original problem has not been solved.
