GetMyInvoices – Update from April 2021

Mittwoch, 28. April 2021 | 0 Kommentare

The month of April is known to be very volatile and moody. We have countered this with a good dose of consistency with our improved services. Besides our service upgrade, our banking module now has a new function and the GetMyInvoices user interface is now even clearer.

GetMyInvoices-Unternehmen-Portale

The last-mentioned update is visible in the dashboard in the “Companies & Portals” section. Multiple logins to a portal are no longer grouped but displayed separately. This eliminates confusion as to whether packages are logins or portals when they are selected.

Zur Auswahl unserer Pakete

 

The following adjustments are new in this section:

  • Users can immediately see the number of documents available to them from a company or portal in GetMyInvoices and the date of the last document import.
  • If you want, you can immediately start downloading new documents by clicking a button on all active portals.
  • Whereas users could previously sort companies and portals by name in ascending and descending alphabetical order, they can now also be arranged by import date, type, and status. In this way, users can track down and reactivate inactive portals without a lengthy search.
  • A “retry-all” function allows you to start downloading documents from all connected portals.

Banking module supports OFX

Until now, those who did not link their bank account via API login usually uploaded the transactions manually via CSV or Excel file once a month. A new feature is that we now also support the OFX format in addition to these formats. This is a standard file format for the exchange of financial data that is used frequently, especially in Austria.

Mehr zu unserem Banking-Feature

 

A service plus

In order to be more customer-oriented, our support team is now offering more advice and help with the initial setup, thus expanding the range of services. This applies to freelancers, companies, and tax consulting firms. Specifically, there are three types of appointments:

  • Support only appointment, 15 minutes: free of charge
  • Consultation appointment incl. set-up, 30 minutes: €39.00
  • Consultation appointment incl. set-up, 60 minutes: €69.00
Termin buchen

 

Updates from the USA

We have defined the procedure for the second quarter for our company founded in Wilmington, USA, in January. This is based on the findings from the past three months, in which we started lead generation via marketing activities and the establishment of our own US support team. Good progress was made in generating leads, but the conversion rate was lower than in the EU markets. We now want to work on improving this in a targeted manner. We are involving additional team members in our activities and preparing to scale marketing activities in the third quarter.

New portals

Needless to say, we have also integrated new portals into GetMyInvoices in April. These include:

  • Hero Software
  • Flowsana
  • TIDIO
  • Oracle Cloud
  • OnOff
  • BikeExchange
  • PrintOGraph
  • Open Telekom Cloud
Alle Portale ansehen

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