How to facilitate UBL export to my accountant?
By utilizing the UBL connection, you can effortlessly integrate with various accounting packages. Consequently, your accountant receives your outbound invoices in a frequency determined by you and your accountant, optimizing your administrative efficiency and saving you valuable time.
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 click on "Configure".
- You will be shown the following 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 export. 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.
- 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.
Need any assistance? Please contact one of our Happiness Controllers via support@gogettersoftware.com.