-
-
-
-
-
For whom?
-
-
-
-
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.
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'.
