Link Go Getter with Sage BOB

How to link Go Getter with Sage BOB

In the article below, we will focus on how to link Go Getter with Sage BOB.
Currently, Sage BOB 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 Sage BOB by correctly placing the files from the ZIP archive on your computer.

How to extract a zip file?

Import UBL files into Sage BOB:

In terms of e-fff formatted invoices or credit notes received, it is possible to provide a brief overview of the document's contents for your convenience.

To identify invoices or credit notes in e-fff or pfd format, look for the following symbol in their directory.

Acces the work space BOB-demat.
Navigate to the directory and select the desired electronic invoice.
Right click in order to open the menu in the qualification zone.
Select "Overview content electronic documents".
After completing the preceding steps, the page "Overview content electronic documents" will be opened. On this page, you can access a summary of the electronic invoice or credit note's information.

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