Connect accounting software

Working safely with these settings

Review the active company and the currently saved values before changing anything. Fields or actions can appear only after a prerequisite has been selected, and they may remain disabled while data is loading or when your user lacks permission. Treat an empty value differently from a loading indicator or an error message.

Save once and wait for confirmation. Then reopen or refresh the page to verify that the setting was retained. If saving fails, keep the current page open, read the message and correct only the indicated field. Changing a connection or processing option can affect later documents, so verify the next result before applying the same change more broadly.

Configure how completed documents are exported to your accountant or accounting package. Available packages depend on the Billnado environment.

Active connection

Under Software, choose None, Mailbox or a visible connection such as Octopus, Exact Online, Yuki or Clearfacts. Grace period is the waiting time before documents become exportable and is hidden for None. Save applies the choice to subsequent exports.

Mailbox

Configure Peppol-valid UBL filtering, a maximum attachment size of at least 1 MB, and valid separate PDF and UBL email addresses for all four invoice and credit-note types.

Documents

Four sections show export-ready documents with number, date, customer or supplier and optional export date. The eye opens a document in a new tab. Export requests external delivery of that document and may reach the configured mailbox or package. An empty section has no ready documents.

Requirements and availability

Access to the active administration is required. Visible software choices are controlled by environment features; a missing package is unavailable here. Use its dedicated integration page for package-specific authentication when present.

Grace period

The grace period delays when a completed document enters the export queue. It does not change document or due dates. None stops future accounting export through this selection; already delivered documents are not recalled.

Warning: Export can send data outside Billnado. Verify the document, active software and destination. Do not use it as a harmless test.

Mailbox fields

PDF addresses receive readable documents and UBL addresses structured data. Reuse an address only when agreed with the accountant. The size limit may block oversized attachments.

After edits, document lists are hidden and Save appears, preventing export with unsaved settings. Saved values are then reloaded.

Daily use and recovery

Open a document first to verify it. Export processing can be asynchronous, so the row may not disappear immediately. On save failure, check email formats and file size. On export failure, verify that the document is completed and suitable.

Frequently asked questions

Mailbox fields appear only for Mailbox. Export is absent without active saved software. Saving configuration does not immediately send every document.