Expert/M

Thanks to our integration with Expert/M and Expert/M+, you can quickly deliver invoices, credit notes and expenses to your accountant.

There are two versions of Expert/M: the regular Expert/M and the cloud-based Expert/M+ version. Expert/M reads UBL files. You need to deliver these UBL files to your accountant, or if you are the accountant, you can log in to your client’s file and export the UBL files.

Expert/M

• Log in and go to the invoices module
• Click the “Export” button
• Select the documents you wish to export. Documents you haven’t exported yet are automatically checked, so normally you don’t need to change the default selection
• Click “Next”
• Enter your accountant’s email address, or enter your own email address if you want to forward the export result to your accountant yourself
• ⚠️ Important: Uncheck the option “Export documents in separate emails”. This makes it easier for the accountant to download a single zip file with all UBL files
• Click “Start Export”
• You or your accountant will receive an email shortly with a link to download a zip file containing the UBL files
• The UBL files can be placed in the Expert/M import folder, and from that point you can follow the normal import flow in Expert/M

⚠️ Note: Documents that you have not yet sent to your end customer cannot be selected in the export list.

⚠️ Note: To set up the integration with Expert/M+, you need SFTP credentials. Contact us at help@clouddematinvoicing.be to set everything up.

Follow the same steps for credit notes and/or expenses.

Expert/M+

We have a direct SFTP integration with Expert/M+ that automatically delivers files to the correct folder and simplifies the import flow.

• Click “Export to Expert/M+”
• Select the documents you wish to export. Documents you haven’t exported yet are automatically checked, so normally you don’t need to change the default selection
• Click “Start Export”
• The documents should now appear in the configured folder in the Expert/M+ environment

💡 Tip: If your Expert/M+ environment is being used but no SFTP integration has been set up yet, you can follow the steps for the Expert/M integration. The documents will then be on your own computer and you can easily get them to the Expert/M+ installation by “Copying” them on your own computer and then “Pasting” them in the import folder of the Expert/M+ environment in the “Windows App” remote environment.

⚠️ Note: Documents that you have not yet sent to your end customer cannot be selected in the export list.

Follow the same steps for credit notes and/or expenses.