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Help articles

In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.

Bank tab

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.

  • How to link your KBC bank account(s) via Billbank CODA (Free) BE ONLY
    • Step 1: Enter your bank account number

    Open your company’s profile by clicking ‘My company’ in Billit at the top left of your screen. Then in your company profile, click on the ‘Bank’ tab and click ‘Add’ to add an account number. Don’t forget to click ‘Add’ after entering your bank account number.

    • Step 2: Verify your bank account

    In the ‘CODA’ column, click ‘Connect to KBC’ to link your bank account via Billbank/KBC. A pop-up will be displayed asking you to transfer €0.01 to Billit, with a unique code as a reference. This verification is part of a dual check (in combination with the next step) so we can be sure that you yourself have consented to sending bank transactions to Billit, and no one else can access your bank transactions. Make sure you make the payment from the account you want to verify.

    • Step 3: Give permission in KBC Touch to share your bank transactions with Billit.

    3.1: Log in to KBC Touch and click on your name at the top right of your screen to show your profile page. Once you are on your profile page, click on ‘Settings’.

    3.2: On the settings tab, click on ‘Connect with’.

    3.3: Select the account(s) you want to link, and choose Billit in the drop-down menu next to ‘Connect with’. Then click ‘connect’ at the bottom.

    Did you already give permission in KBC Touch to send CODA files to Billit (step 3) before you verified your KBC account in Billit? Then a message asking you to verify your account will appear at the top of the screen when you open Billit. Click on ‘solve’ to generate the unique code and verify your bank account by transferring €0.01 to Billit. (see step 2)

    When the link is complete, the first CODA files will be imported in Billit within 24 hours after the next activity on the account.