With cloud-based storing services such as OneDrive it is possible to save all the documents that you have created with your accounting software Billomat in a separate environment. Your invoices, estimates, etc. are additionally stored in your favourite OneDrive folder. Furthermore, our OneDrive add-on enables the automatic import of documents from your cloud memory as purchase invoices to Billomat.
The OneDrive add-on for Billomat is suited for all our customers without any restrictions. From sole traders to startups and small and medium-sized companies.
OneDrive offers a free plan that includes storage of 5 GB as well as a chargeable plan for 2 €/month. With the latter, you can store files of up to 50 GB in the Cloud.
By extending Billomat with the OneDrive add-on, the following features become available to you on Billomat:
For the use of the OneDrive add-on for Billomat you need:
Tip: In addition, you can configure to which of your OneDrive folders you want to import your documents. To do this, simply click on „Click here to assign a folder“ and then select the folder from the menu.
① On Billomat, follow the path Settings > Add-ons > Cloud memory
② Determine under “Document types” which of your documents should be imported to your Cloud
③ Click on “Establish connection to OneDrive” further down
④ Log in as usual to OneDrive
⑤ Allow the connection between Billomat and OneDrive by clicking on “Allow”
⑥ Click on “Click here to assign a folder” in order to determine a new folder to which your documents should be imported
⑦ Get started!