Link Go Getter with WinAuditor

How to link Go Getter with WinAuditor

In the article below, we will focus on how to link Go Getter with WinAuditor.

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 WinAuditor by correctly placing the files from the ZIP archive on your computer.

How to extract a zip file?

Import UBL files into WinAuditor:

Import a UBL file from your computer via drag and drop:

On WinAuditor's main page, simply drag and drop the UBL files you saved in Explorer during the previous step onto the WinAuditor interface. Once you complete this action, inboxes will become visible.

Store the documents in the correct inbox (Purchases / Sales / Receipts).
The system will then indicate how many documents have been imported.

Now choose from:
- Pre-coding : Verify the automatically inputted information for seamless future recording.
- View : This option will redirect you to the attachment manager.
- Import other attachments: This feature allows you to import additional documents.

Import a UBL file from your computer via the "Attachments" menu:

Navigate to "Attachments" - "Pending".
Import your desired document type (Purchase or Sales) by selecting the corresponding inbox and tapping the '+' button

To locate your invoices, you have the option to explore your hard drive using the file explorer or effortlessly drag and drop them into the preferred inbox.

Pre-coding documents can now be accessed by visiting the "Documents Pending" section.

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