After configuring Billx Plugin Live Update, your last step is to run a Health Check report on your Reckon accounting file.
For Billx to import and export your transactions successfully you must have your Customer's and Supplier's ABNs and email addresses recorded in your accounting package. To make your transition to Billx easy, we have provided you with a report that will outline the areas that may need your attention prior to synchronising for the first time.
The Health Check report will check for missing information which is required for Billx invoice automation. It can be found by right clicking on the Billx icon in the System Tray.
When you click on the Health Check option, the report will run and the below dialog will appear.
After all your customers and suppliers have been checked, a PDF report is produced. The report will include all Customer types (Company, Sole Trader and Individual) regardless of your configuration in the Billx Plugin settings.
We suggest that you print out the list and work through each item with missing data. Once you have updated your accounting package you are ready for your first Billx synchronisation.