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For whom?
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With this integration, you can link Billit with Sage BOB. Via the integration, you import the client files of your clients who use Billit into Sage BOB at fixed times (or whenever you want). Sage BOB reads the UBL invoices correctly, so you can easily process them in the accounting software. Please note: you do need the BOB Demat module for this. If your entrepreneurs have linked their bank accounts to Billit, you can also have the CODA files from their client files exported along with them.
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'.
