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From your accountant account, you can easily link your entrepreneurs' Billit client files with Winbooks and import your client files into your accounting software at fixed times (or whenever you want). You can easily add client files to Billit by importing them from Winbooks. If your entrepreneurs have linked their bank accounts to Billit via Billbank or KBC, you can also have the CODA files from their client files imported into Winbooks. Winbooks correctly reads the UBL invoices that Billit imports (via Virtual Invoice), and you can easily process them in Winbooks.
The BillSync application creates a client file folder for each client file on the PC or server. When exporting from Billit, BillSync writes the document types to these subfolders:
You can change this default target folder for each of these types. To do so, open the client file you want from the list of client files in the 'Files' menu and click the BillSync tile in the client file's 'Integrations' submenu.
Use the 'Folder name' settings to enter the path you want within the main folder. Example:
From now on, the documents will be exported to these folders.
CODA files
By default, BillSync exports the CODA files of each client file to the 'FinancialTransactions' folder.
More info:
