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Help articles

In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.
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User settings

  • Manage user rights
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    After adding a new user in Billit, it's important to set the rights for this user.They determine to which functions and menus the user has access.

    To set or change user rights, go to 'Settings' > 'Users' and click the user name.

    If you don't move any of the sliders to the right, the user will automatically get all rights. You can also assign certain rights to a user by moving the slider next to those rights to the right.

    The rights you can assign per user are:

    • Adding invoices: the user can add invoices and view the invoices they created.
    • Admin invoices: the user can add invoices and view and manage all invoices
    • Add quotes: the user can add quotes, order forms and delivery notes and view the quotes they created
    • Admin quotes: the user can add quotes, order forms and delivery notes and view and manage all quotes
    • Admin periodic invoices: the user can add periodic invoices and can manage all periodic invoices
    • Fast input: the user can add documents to Fast input
    • Add expenses: the user can process documents in Fast input 
    • Expenses complete: the user can add documents to Fast input, process and pay them (generate payment file)
    • Expenses view-only: the user can view all expenses, but not process or pay them
    • Documents admin: the user can add documents and view all documents
    • Bank admin: the user can view all incoming transactions (expenses and income) and can process these transactions
    • Products admin: the user can add and change products
    • Customers admin: the user can add or change customers
    • Suppliers admin: the user can add or change suppliers
    • Accountant admin: the user can export to the accountant and view what has already been exported
    • Manage settings: the user can make changes under 'Settings' > 'Corporate style' > 'Integrations'
    • Manage users: the user can create other users and manage their rights
    • View reports: the user can generate and view reports
    • Approve: if the option 'Approve costs' under 'Settings' has been switched on, this user can approve costs in 'Fast input' 
    • Bailiff: the user can create claims and send them to the digital bailiff Unpaid
    • Time registration: add the time registration module to the user
    • Projects: add the project module to the user