April is a month that is known to be very changeable and moody. We have countered this with a good dose of stability with our improved services. In addition to our service upgrade, our banking module now has a new function and the GetMyInvoices user interface is now even clearer.
The last change can be seen in the dashboard in the “Companies & Portals” section. Multiple logins to a portal are no longer grouped, but displayed separately. This means there is no longer any confusion as to whether the packages selected are logins or portals.
The following adjustments are also new in this area:
- Users can immediately see how many documents are available to them from a company or portal in GetMyInvoices and when documents were last imported.
- Anyone who wants to can use a button on all active portals to immediately start downloading new documents.
- While users were previously able to sort companies and portals by name in ascending and descending alphabetical order, they can now also be arranged by import date, type and status. This allows users to find and reactivate inactive portals without having to search for a long time.
- A “retry-all” function enables the document download to be started from all connected portals.
Banking module supports OFX
Anyone who has not yet linked their bank account via API Login usually uploaded the transactions manually once a month using a CSV or Excel file. What’s new is that in addition to these formats, we now also support the OFX format. This is a standard file format for exchanging financial data, which is often used in Austria in particular.
More about our banking feature
A plus in service
In order to be even more customer-oriented, our support team is now offering more advice and help with the initial setup, thereby expanding the range of services offered. This applies to freelancers, companies and tax consulting firms. There are three types of appointments:
- Pure support appointment, 15 minutes: free of charge
- Consultation appointment including setup, 30 minutes: 39,00 €
- Consultation appointment including setup, 60 minutes: 69,00 €
News from the USA
We have defined the approach for the second quarter for our company, which was founded in Wilmington, USA, in January. This is based on the findings from the past three months, in which we started generating leads through marketing activities and setting up our own US support team. We have made good progress in attracting interested parties, but the conversion rate is lower than in the EU markets. We now want to work specifically on improving this. We are involving additional team members in our activities and are preparing to scale up our marketing activities in the third quarter.
New portals
Of course, we also integrated new portals into GetMyInvoices in April. These include:
