XPR365Billit

Set up prerequisites

Please check if the settings below are completed in Business Central. If this is not the case, this can cause error messages when communicating with Billit.

To set up company information

  1. Choose the Search icon icon, enter Company Information, and then choose the related link.

  2. Fill the following fields:

    • VAT registration No. / Enterprise No.
    • Name
    • Address
    • City
    • Post Code
    • Country/Region Code
    • Contact Person
    • Phone No.
    • Email
    • Home Page
    • Bank Name
    • Bank Branch No.
    • Bank Account No.
    • IBAN
    • SWIFT Code

To set up units of measure

  1. Choose the Search icon icon, enter Units Of Measure, and then choose the related link.
  2. Make sure the International Standard Code field is filled.

To set up currencies

  1. Choose the Search icon icon, enter Currencies, and then choose the related link.
  2. Make sure the ISO Code field is filled for the currencies you use.

To set up tax category codes

  1. Choose the Search icon icon, enter VAT Posting Setup, and then choose the related link.
  2. Make sure the Tax Category field is filled.

Fore more information, see Duty or tax or fee category code

To set up permissions

After granting the licenses to the users, the users should be given the permission set BILLITOBJECTSXE.

Fore more information, see Assign permission sets to users

See also