Portal Asesor - Connector Module Presentation
Descubre cómo digitalizar la gestión contable de tu asesoría y ofrecer a tus clientes un portal colaborativo, sin papeles ni correos, con...
Find interesting articles and information to help solve your problems.
Aquí encontrarás todo lo que necesites saber de nuestra plataforma. Si no encuentras lo que buscas no dudes en contactar con nuestro equipo. Estamos encantados de atenderte para intentar resolver tus dudas.
Resultados de búsqueda (20)
3. Enterprise Portal - Factuconnect Module - Customers and Suppliers
If your company portal is connected to your accounting firm, and they have the Connector Module, you will automatically have added...
Connector Module (7/7) - Control and statistics
Control and Statistics (2.30 min) Discover how documents are automatically classified and where to find them, even how to handle a request in seconds....
Connector Module (6/7) - Export to the accounting software
Export to your accounting software (2 min.) Learn how to export all generated entries, including those from invoices, bank, and cash,...
Connector Module (5/7) - Banking and cash management
Bank and Cash Management (2 min.) Learn how to reconcile your clients' bank and cash transactions through...
Connector Module (4/7) - Invoice management and confirmation
Invoice Management and Confirmation (5 min.) Learn how to manage quarters or where to control and confirm invoices. Discover how easy it is...
Connector Module (3/7) - Importing customers and suppliers
Importing Customers and Suppliers (3 min.) Learn how to import, manage, or export your business customers and suppliers. Set up...
Connector Module (2/7) - Importation of the Chart of Accounts
Chart of Accounts Import (3 min.) Learn how to import, manage, or export your client's chart of accounts from your accounting software...
Connector Module (1/7) - General configuration and parameters
General Configuration and Parameters (3 min.) Learn how to configure your connector module to make it compatible with your accounting software, and where to define...
When I automatically manage my customer invoices it does not detect the invoice number.
The invoice number is the most complicated field for OCR technology to detect. As it is a numerical field, it is easy...
My customers are in the Canary Islands and do not have VAT but IGIC, does Bilky process invoices with this tax and does the OCR read them?
Bilky has taken into account the Canary Islands IGIC and if your clients have invoices subject to this special tax, they can be processed...
How can I configure my customer's customers and suppliers (prefixes)?
For correct use of the Connector Module, it is absolutely essential that you configure your client's PGC and their customer file...