Qbil-Trade Knowledge Base

Qbil-Trade Knowledge Base

Manuals, frequently asked questions and tip & tricks for using Qbil-Trade.

For all your questions you can now consult our knowledge base. From onboarding and troubleshooting to general instruction and support questions. You can find the knowledge base in the settings menu (the three-dotted menu or also called kebab menu) at the top right of Qbil-Trade.

The Knowledge base is currently divided into three sections:

  • Getting started
  • FAQ
  • Tips & Tricks

The broad lines of the software have now been described and that is why we have decided to put the knowledge base live now. In the meantime, we will continue to complete and expand the knowledge base.

The knowledge base is currently only available in English. Translations into Dutch, German, French & Spanish will follow as soon as possible.

Tip: translate the page via your Google Chrome browser:

You can have the Knowledge base pages translated in the Google Chrome web browser.

  • Make sure to open the Knowledge page via your Google Chrome browser
  • Click Translate at the top (see image below)
  • Chrome now translates the web page once.

Email attachments to Qbil-Trade

Email attachments to Qbil-Trade

Now Live: It is now possible to e-mail attachments directly to Qbil-Trade to add these to a contract, order or contact.

All you have to do is to send these attachments with your own e-mail account to Qbil-Trade: attachments@customername.qbiltrade.com

 

Closure during holidays

Closure during holidays

We are limited available or closed during the upcoming (Dutch) holidays.

Second Easter Day Monday 18 April closed
King’s Day Wednesday 27 April closed
Ascension Day Thursday 26 May closed
day after Ascension Day Friday 27 May limited available*
Pentecost/White Monday Monday 06 June closed

*) On these days we are only available for emergency situations; the less urgent matters will be picked up again the next working day.

If you encounter problems that require immediate attention you can email us at support@qbil.nl.This e-mail inbox will be monitored during office hours. Please add to the subject of the e-mail the wording ‘URGENT’ so that it is clear that it needs to be picked up immediately.

VAT number validation in root data

VAT number validation in root data

Qbil-Trade validates the VAT numbers that customers enter in the relationship root data. This validation is only relevant for the EU countries.

This prevents problems with accounting.

If a VAT number fails to be successful, the user is hierarchically targeted but can continue to work.

We use the data from the System for the exchange of VAT information (VIES) – valid declaration VAT number.

https://ec.europa.eu/taxation_customs/vies/ 

Permissions assigning invoices

Permissions assigning invoices

The four-eyes principle is a well-known phenomenon within many organizations. When it comes to financial transactions or drawing up a contract, this is not carried out by one employee, but always by at least two employees. Many of our customers use the four-eyes principle.

Our Qbil-Trade software already supported this principle for contracts. And from now on, this also applies to the full allocation of purchase invoices. Until today, there was no separation between users when booking a purchase invoice. Any user could do this.

By setting the permissions, the permission can now be set in such a way that one employee can book the invoice and the other employee can check the invoice and assign it completely.

At the moment, the current permissions have been taken over. The administrators or key-users within the organization can from now on adjust the permissions to the four-eyes principle.

Questions? Please contact our support department.