Summary:
After the integration, the workflow is as follows: The open items from easybill are loaded into COMMITLY automatically. This saves you the export and import of CSV files as a first step.
In COMMITLY, "MATCHING" searches - automatically or manually - for inflows or outflows that fit the open items. These can then be marked as paid.
Because the open items are marked as paid, the Forecast changes accordingly.
By linking COMMITLY with your easybill account, your open items are automatically transferred into the liquidity planning.
After the integration with easybill, the outstanding payments are shown in a clear list. Overdue invoices are detected automatically and marked in red.
The status of the invoices is also shown in color and can be handled flexibly.
What do I need to do in easybill?
First, click your own user name in the blue menu bar in easybill.
Click My Profile.
In the menu on the left, click API Key
If there is no API key here yet, create one with the Generate new key button and then save it.
Note: Be sure to click SAVE in easybill, otherwise the API key is not active.
An API token appears, which can be copied to the clipboard with copy and paste.
What do I need to do in COMMITLY?
Click "Add-ons > Open Items".
Click "Connect easybill" there.
Enter the copied API token here.
In the "Open Items" menu, you can now sync your account by clicking "Load easybill invoices".