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      Link Go Getter with Briljant

      How to link Go Getter with Briljant

      In the article below, we will focus on how to link Go Getter with Briljant.
      Currently, Briljant only supports UBL import.

      What do you need to successfully use this integration:

      • The name of the accounting package used by your accountant
      • The frequency at which the invoices should be sent
      • The e-mail address the invoices should be sent to

      Establish the connection: 

      • Log in to the admin panel and go to the "Integrations" tab.
      • Navigate to UBL and select "Configure".

      • On the next page, enter a start date (all invoices from this date onwards will be exported).
      • In the second field, you select the UBL version supported by your accountant's software. 


      The UBL version is contingent upon the version supported by the accounting program that reads the UBLs. When in doubt, consult with either the accounting software manufacturer or your accountant. 

      • Select "Next".

      On the next page, you can choose between manual or automatic export, we opt for automatic export.

      By choosing the automatic option, you can ensure that your accountant receives invoices regularly without requiring any further action from your end.

      • Adjust the frequency of exports. This can be daily, weekly or monthly.
      • If you choose weekly or monthly, you can also specify the day on which the export should take place.



      Most customers prefer scheduling a monthly export a few days into the new month, allowing for a comprehensive review by both you and your accountant. 

      It is important to note that filing VAT returns on a monthly basis is required, with a deadline on the 16th. To ensure adequate preparation time for your accountant, we recommend exporting data on the 5th day of the following month. Don't forget to select only the previous month's invoices before sending.

      • After adjusting the settings, select "Next".
      • Finally, fill in the e-mail address the invoices should be sent to. 
      • Select "Save". 

      If you have followed the steps correctly, your outbound invoices will now be automatically delivered to your accountant.

      • After completion of the preceding steps, you will receive the following e-mail in your mailbox.
      • Click on "Download" to download the UBL files in zip format.

      • Open the file in order to extract the documents. 

      Efficiently streamline the UBL storage process for Briljant by correctly placing the files from the ZIP archive on your computer.

      Ensure that the directory where you place your files corresponds to the directory location indicated in Briljant's UBL import (as indicated below).

      How to extract a zip file?

      Import UBL files into Briljant:

      • Acces your Briljant home page. Navigate to "Insert" - "Purchase/Sales invoices" of the relevant journal.
      • Select "Upload electronic invoices" (CTRL + F7).

      • Go to the location where you stored the UBL document of your supplier/customer. Select the document you wish to import.

      • If Briljant is not able to locate the corresponding supplier/customer in the system, you will receive a notification. 

      • In case this situation occurs, you have to options. You can choose to create a new supplier/customer or you can manually  navigate to the supplier/customer card and select the relevant card. 
      • Details of the invoice will now be displayed. 
      • If necessary, you can complete the ledger account and save the invoice using F5. You also have the possibility to edit the ledger account. 

      The next time you import and UBL file, Briljant will take notice of the amendments you may have made. 

      • It is possible to import multiple invoices simultaneously. Simply choose the desired invoices and use either the Shift or CTRL keys to select them.

      • To skip reading invoices or proceed to the next one while importing multiple documents, simply right-click the mouse. This feature can be useful if you need to review specific information for a particular document.

      • You can also drag and drop your supplier's/customer's UBL files from your Windows Explorer into the purchase/sales journal, but you have to do this one by one. It is not yet possible to drag and drop a selection of multiple documents into your Brilliant account. 

      When importing data, if a general ledger account with an analytical setting is utilized, the program will prompt the user to incorporate an analytical breakdown.


      Processing:
      • In your Brilliant account, you can now access, delete and print the imported documents.  You do this via Journals, Purchases or Sales.
      • To access an imported document through Entries, Purchase, or Sales Invoices, simply utilize "Documents" or press CTRL + Shift + D. However, it's important to keep in mind that this feature requires Brilliant's "Document Archiving" module to be installed.
      • All imported documents are stored in a digital archive and are stamped with a document number.
      • To find the digital archive, go to:
        • Purchase invoices: 
          C:\KluwerData\FinFisc\Office\dossiers\9999999\DOCUMENT\BBH\FLEV2013\AK
        • Sales invoices:
          C:\KluwerData\FinFisc\Office\dossiers\9999999\DOCUMENT\BBH\FKLA2013\VK
      • The software will provide automated recommendations for the general ledger accounts specified in the Settings - Basic Files section (accessible through the Kluwer Exchange tab: link accounts). It is possible to modify these accounts as per individual suppliers, customers, and products.

      On your next import, the program will consider the modifications you've made in this section.

      • You can also adjust supplier and customer relationships. In order to do this, go to Settings - Basic files (Kluwer Exchange tab: link kla/lev).

      Note that there are no available screenshots in English of the above software package.