With this integration, you can easily import UBL invoices to be processed from Billit into Wings directly, and automatically if you wish, and process them there. 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 exported along with them. Wings correctly reads the UBL invoices that Billit imports and posts them automatically. You can easily create your client files in Billit by importing an Excel file with client file data from Wings.
Please note: this information page is about connecting with a locally installed version of Wings. If you use the cloud version of Wings or a locally installed version with the web service module, click here.
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'.