In this tab you can enter bank accounts you want to link with Billit. This connection reassures automation of tasks is possible, because it matches payment information to your invoices and is the trigger for reminders but also provides you an up-to-date financial overview in the dashboard.
Almost all Belgian banks offer their customers the option of exporting (or downloading) and saving all transactions for a given period in a CSV or CODA file in their internet banking. You can also upload this file to Billit. We recommend agreeing with your accountant who will upload these files to Billit. If you use a CSV file, you must use the right Billit layout. Download an example here. Open the CSV file in Excel and copy your bank transactions, then paste them into the table in the sample file. Do not make any changes to the table’s structure. You can then upload the edited CSV file by clicking 'Import' under the Bank menu.