How can I add my customer's cash movements?
In the accounting management of the company, you can not only upload quarterly invoices but also manage entries...
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 (38)
How can I add my client's bank transactions?
In the accounting management of the company, you can not only upload quarterly invoices but also manage entries...
How can I set up my own Bilky Export file to export invoice, bank or cash data to my accounting software?
The Connector Module is compatible with all accounting software. At Bilky, we have preconfigured many of them so you don't have to...
Where do I define my accounting software?
The Connector Module is compatible with all accounting software. For exporting Bilky to your trusted accounting software, you will need...
How to import my client's Chart of Accounts and Prefixes (customer and supplier file)
To configure the Connector Module, it is important to export your client's Chart of Accounts from your accounting software, and the Prefixes...
How can I change the quarter status of all my customers?
Each quarter has a folder that can be in 4 different states: "Open", "Closed for the company", "Processing by the advisor", or...
How do I react to a company that is disassociated?
If you want to reactivate a company that is no longer associated, you simply need to register it again. You will not be creating a new portal...
I want to remove a customer who no longer works with me, how do I do it?
If a client stops working with you, you can ‘Unassociate’ them from your portal. But don't worry, neither they nor you will lose the...
My customer is not registered, how can I send him the registration invitation email?
To grant your client access to the portal, they must register their Company Portal via an email that you...
When I register a company, it tells me that I have reached the limit, what can I do?
Based on the Advisor Plan you have subscribed to with Bilky, you have the service for a determined volume of companies. If you need to expand...
Umbrella Plan: What is it, how do I take charge, where do I see the modules contracted by my clients?
With the "Umbrella Plan," you can take over all the modules your clients purchase and enjoy a 50% discount on...
I can't find Bilky's invoices
Bilky makes the invoices for the service you have contracted available to you at the beginning of the month in your Advisor Portal. We show you...