FAQ - SigaBill

A check is done to ensure all printed invoices from SigaBill are imported into EVO.

Here are a few items to check to generate the tax form:

•Log in to SigaBill

•Import invoices for the period covered by the tax form

•Generate entries for the imported invoices

If the tax form is still unavailable, please contact the SIGA Service Team.

For a deposit from SigaBill to appear in the bank reconciliation, verify that:

•Receipts in SigaBill are marked "Deposited" (Receipts list, Deposited checkbox)

•Deposits have been imported into EVO

•Entries have been generated

If the bank reconciliation is still incomplete, please contact the SIGA Service Team.

1. Invoices must have been printed in SigaBill

2. Open SigaFinance EVO

3. A banner should appear informing the user that new invoices from SigaBill are available. By clicking:

a.Import , entries for these invoices will be generated automatically

b.Show, the invoices will be displayed in the import screen to view them and select which ones to generate entries for

1. The receipts must have been deposited in SigaBill and marked as "Deposited"

2. Open SigaFinance EVO

3. A banner should appear informing the user that new SigaBill deposits are available. By clicking on:

a.Import , the entries for these deposits will be generated automatically

b.Display, the deposits will appear on the import screen to view the deposits and select the ones for which you want to generate entries

No, because SigaFinance EVO does not send any data to SigaBill. If you want to add a customer, product, revenue account, etc. in SigaBill, you must do so in SigaBill, and when importing invoices or deposits with new information, they will be created in SigaFinance EVO at that time. Matching will need to be completed for new items coming from SigaBill.

For quantities to be imported into accounting, all of these criteria must be met:

1. A billing unit has been defined in the Product or service.

2. A compilation unit has been defined in the Product and service category.

Changes at these levels will be taken into account for future imports. Changes are not retroactive. However, it is possible to make an entry with quantities only to complete or correct the import from SigaBill.

Account 12000 is not available for entries. It is reserved exclusively for the use of SigaBill.
If the correction is that a customer's balance will never be paid by the customer, you should:

•Receipt the invoice in SigaBill

•Import the deposit into EVO (which will affect account 12000)

•Make a reclassification entry using the bank account (to cancel the deposit) and the Bad Debt account (or any other desired account).