Connect accountants with eAccounting
B2Brouter allows accountants to connect with their clients to automate the reception of their clients’ electronic invoices in their accounting software or download them directly from the platform.
It is important to note that the client of the agency, i.e. the account that connects to eAccounting, must have a Premium plan.
Establishing the connection
Section titled “Establishing the connection”The connection between accounts is established by means of an invitation sent by the account manager, and it is the client who has to accept or reject it in order to connect. To have the invitation sent:
Log in to your B2Brouter account
Section titled “Log in to your B2Brouter account”- Click on the book icon located at the top of the page, next to your company name.
- Once inside the eAccounting section, click on the Add customer button.
- In the form, fill in the blank boxes with your customer’s information.
- To add your customer, you have two different ways to create the invitation. In both cases the customer will have to accept the invitation to connect.
Option 1. The customer is a B2Brouter user
Section titled “Option 1. The customer is a B2Brouter user”You can check if your customer is already registered on the platform to send them the invitation. Add their country and VAT number to send them an invitation from B2Brouter.
Option 2. Customer is not yet a B2Brouter user
Section titled “Option 2. Customer is not yet a B2Brouter user”If your customer does not yet have a B2Brouter account, add their email address to send them an invitation.
The connection can be deactivated, deleted and re-established by both the B2Brouter and the customer.
Integration of customer invoices with the accountant
Section titled “Integration of customer invoices with the accountant”When there is an integration set up, all sent invoices and receipts are sent to the accountant automatically.
- Invoices are integrated when their status is ‘Sent’.
- At the index of the customer invoices there is a label informing about the status of the invoice. These can be:
- Pending: The invoice has not yet been integrated or downloaded.
- Processed: The invoice has already been integrated or downloaded.
- Modified: The invoice has been modified after having been processed.
To download your customers’ invoices, go to the eAccounting section via the book icon in the upper band.