Customer voice GKRW

**Manual upload to DATEV companies online **

“In the past, the tax advisor’s work took place behind closed doors. The client handed in the pendulum folder with his receipts and picked it up again after the booking was completed. As a modern law firm, we have said goodbye to pendulum folders for some time now. Rather, our problem was the manual upload of receipts to DATEV companies online.

It quickly became clear to us that the document workflow needed to be optimized. Our goal was to establish administrative structures for the client, as a large part of the work can already be prepared by them. For this reason, we looked intensively into GetMyInvoices.”

Solution approach

**Implement GetMyInvoices as an upstream system for DATEV **

“I have always been interested in what upstream systems exist for DATEV. The impulse to look into GetMyInvoices came from a client who was in the process of setting up the software. I was quickly impressed by the range of functions of the invoice management solution, so we ultimately recommended GetMyInvoices as a tool on behalf of our law firm.

Since our employees are very technically savvy, they quickly became familiar with GetMyInvoices using tutorials. A major introduction was therefore not necessary at all.”

result

Uniform processes and more efficiency in working with clients

“With my clients I keep seeing that the main problem is unstructured incoming documents, so completeness cannot be guaranteed. Companies receive invoices via their invoicing software, on paper by post, or by email to the managing director.

GetMyInvoices convinced us because it offers automatic invoice download from online portals. Unlike classic industrial companies, digital businesses and e-commerce merchants are set up much more complexly with a high number of tools to operate. Document volume is not necessarily higher — but the invoice sources are far more varied.

That is why GetMyInvoices is extremely helpful. Through the upstream collection we can post all documents day by day and automatically sync them with DATEV Unternehmen online. That means fewer follow-up questions in the firm and more speed and dynamism.

What I also think is very good is the tag management. Using tag management, I can set up a pre-sorted structure and synchronize receipts per tag with DATEV companies online. I prefer to structure the receipts by payment method, such as: E.g. PayPal or credit card.”

Daily work with GetMyInvoices

“As soon as we realize that we can improve our clients’ workflow with GetMyInvoices, we will initiate an implementation. We invite them directly via our client administration, in which we bundle all of our cases.

Since we want to stay close to our clients and structure everything from a single source, we personally support them with the setup. After all portals and email accounts are linked, we initiate the synchronization with DATEV and help with technical questions. If at the end of the day the process runs smoothly and we can answer everything, then our client is super happy and we are too.”