In this tab you can enter the bank accounts you want to link with Billit. With this conection, Billit has up-to-date information which can trigger automatic reminders but it is also used as a basis for the financial overview on the dashboard.
Almost all Belgian banks offer their customers in their online portal the option of exporting (or downloading) and saving all transactions for a given period in a CSV or CODA file. You can also upload this file to Billit. We recommend agreeing with your accountant who will upload these files to Billit.
If you use a CSV file, you must use the correct Billit layout. There are two ways to download a template:
Open the CSV file in Excel and copy your bank transactions, then paste them into the table in the sample file. Do not make any changes to the table’s structure. You can then upload the edited CSV file by clicking 'Import' under the Bank menu.
