How do I set up integration with Billy?

With Mileage Book integration to the accounting system Billy, Mileage Book and Billy are able to transfer data between each other. When you end a mileage log, your financial transactions will automatically be transferred to Billy. 

The integration is set up as follows:

To set up the integration with Billy you must create an API-Key in Billy. You activate it through you Mileage Book account, at www.mileagebook.com

How to create an API-Key in Billy

1. Sign in to Billy
2. Choose Settings
3. Choose API Token
   
   
4. Write Mileage Book under Name and Integration with Mileage Book under description
5. Click Create API Token
   
   
6. Save your API Token. You will need this on the Mileage Book website
   

Setting up with Mileage Book

1. Sign in to Mileage Book website
2. Choose Settings
3. Go to Integration
4. Choose Billy
5. Choose your Start Date
6. Put in your Billy API Token
   
7. Under Mileage Book account, choose Kørselsgodtgørelse 
8. Select a Bank account 
9. Eventually you choose your Equity account 

Your integration with Billy is now done and ready for use. 

Posting mileage allowance

1. You can post your mileage allowance directly in Billy either for payout now or for later payout. The carrying amount is an accumulation of compensation amounts for all trips not previously posted until the chosen date.
2. From Mileage Book app you post to Billy under Export. Select the To date and press either Post for payout now or Post for later payout. Then press OK to verify the posting. Your mileage allowance is now posted in Billy and you have received an email with your mileage log. 
   
   
3. From the Mileage Book website, you can post to Billy under Transfer. Select the To date, which will include all the trips you have driven, which have not yet been transferred, up to the entered date.
4. The Voucher date is the desired date, which will appear on the voucher.
5. You can either choose Post for payout now or Post for later payout.

Your mileage allowance is now posted in Billy and you have received an email with your mileage log. In the list you can now see the transaction.
        

Note

Sole proprietorships cannot pay a mileage allowance to themselves, but instead receive mileage allowance as a deduction. These companies, therefore, do not have the option to set up Bank Account to Bank, but they must set the Bank Account to the same as the Equity account.