Configure integrations and classification.

• Connect Exact Online

  Connect a client’s administration and check bank journals, starting points and defaults.

• Set classification rules

  Guide classification with rules for one client or for your whole firm.

• Find and add client documents

  Search a client’s files, check processing status and upload documents from the portal.

• Manage document labels in the portal

  Organise a client’s files and apply labels to several documents.

• Review flagged entries

  Handle questions from Bill and your client, then check the result of an adjustment.

• Review a client’s bank transactions

  Select an account and period, then investigate transaction posting statuses.

• Investigate Exact posting problems

  Check journal mappings, resume points and messages about a paused bank chain.

• Use the Exact activity log

  Find posting results and open the related entry in AirBill or Exact.

• Connect Nmbrs and map companies to clients

  Connect the payroll environment, check client mappings and follow synchronization.

• Review the ledger and adjust bookings

  Find an entry, inspect its evidence and review the proposed booking.

• Manually link or unlink a bank payment

  Correct a missing or incorrect match from the entry details.

• Set the books start date

  Limit the bookkeeping period and review which older records will be removed.

Need a hand?

Ask the AirBill team through Support in the portal.

Open Support in the portal