It is not always possible to import your invoices from Autotask into the accounting tool. With our Invoice export solution for Autotask PSA, we have the ability to export all the Autotask PSA invoices and send them to your accounting software through email.
Invoices are formatted in a UBL XML format which your accounting software understands. Once uploaded, invoices are automatically booked on the configured ledger.
UBL stands for Universal Business Language. This is a standard format introduced by the industry as a solution to simplify invoice processing. A UBL file is an invoice in the form of an XML file. This XML file contains all the information that is contained in a normal PDF invoice but in a structured and fixed format. Tools that support UBL can import these documents after which all billing information such as amount, date, and VAT are automatically loaded. With UBL you never have to retype receipts and invoices!
What we do:
Upload & process your Autotask sales invoices directly into your accounting software.
Invoices are formatted in a UBL XML format which is understandable to your accounting software. Once uploaded, invoices are automatically booked on the configured ledger.
- Go to Configure --> Settings
Configure the email address of the accounting system to which invoices should be sent.
- Go to UBL to forward the invoices to your accounting system.
- When clicking on the Forward button the invoice in the correct format will be sent to the accounting system.