How to set up AutoCollect when switching to PowerOffice GO accounting system – Amili Help

This article explains the procedure if you are already a customer through AutoCollect and are switching to the PowerOffice accounting system.

As an existing customer of Amili, you can consider the following when switching to AutoCollect in PowerOffice:

You retain your existing contract terms with Amili.
A debt collection notice is the first action from Amili on claims sent from PowerOffice.

AutoCollect must be deactivated in the old accounting system.
Cases forwarded via AutoCollect in the old accounting system must be followed up manually in the Amili portal.
You must have administrator access to the company in the Amili portal.

💡Note: If you are not yet a customer of Amili and want to activate AutoCollect in PowerOffice, you can follow this user guide.

Log in to the Amili portal
Click on your name in the top right corner
Click Settings
Under Companies, click Integrations
If there is already an active integration, click Deactivate before continuing
Find PowerOffice and click Activate
Enter your company's organisation number
Approve the AutoCollect access permissions

AutoCollect is now activated and you should be able to send invoices from PowerOffice within a couple of hours.

💡 Note: Remember that cases sent from the previous accounting system must be followed up manually in the Amili portal.

Related to