Summary:
After the integration, the workflow is: The open items from BuchhaltungsButler are loaded into COMMITLY automatically. This saves 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 BuchhaltungsButler account, your open items are transferred into the liquidity planning automatically.
After the integration with BuchhaltungsButler, outstanding payments are shown in a clear list. Overdue open items are detected automatically and marked in red.
The status of the open items is also shown in color and can be handled flexibly.
What do I need to do in BuchhaltungsButler?
In your BuchhaltungsButler account, enable the API under "Settings" → "Belegübertragung/Schnittstellen/API-Zugang" (document transfer / interfaces / API access).
After the API is enabled, the API Client, API Secret and API Key are available in the same place.
Copy the API information - it needs to be entered in COMMITLY later.
What do I need to do in COMMITLY?
Click "ADD-ONS".
There, click "Connect BuchhaltungsButler".
Enter the copied API information here.
In the "Open Items" menu, you can now synchronize your account by clicking "Load BuchhaltungsButler invoices".
