Automatic document transfer to SaasuHow to set up document transfer from GetMyInvoices to Saasu
1. Begin Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand menu > Click “Add Synchronization Account” > Click “Export” > Choose Saasu> Click “Continue”!
2. Add Synchronization Settings
Define the time interval for document synchronization > If needed, add a note > Click “Extended Settings” > Specify the export document types and tags, if required activate the approval field > If necessary, specify a pattern for renaming process > Decide, whether documents should be archived in GetMyInvoices after the transfer > Click “Continue”!
3. Add Synchronization Account
Enter the account type and name > Enter your Saasu user name and your Saasu password! > Fill in the fields “Saasu File” and “Saasu Expenses Account” > Define the time period for the export documents > Click “Save”!
GetMyInvoices speeds up document transfer to Saasu
Saasu is an online accounting software for small companies, offering numerous features. Those include the creation of professional invoices and recording of expenses – not forgetting enclosed receipts. Furthermore, it is possible to connect bank accounts. This means that users are able to square payments quickly and automatically transfer amounts. As well as that, Saasu supports you in cashflow planning and prognosis and with creating reports regarding transactions and clients. Aided by an address book and a client data base, you can keep a close eye on correspondence with customers and suppliers. More again, Saasu boasts efficient tools for inventory management, purchasing and supply chain, options for simple payroll accounting and the operation of foreign currency accounts.
With GetMyInvoices, the documents gathered in the invoice management solution reach the accounting software automatically. A big part of your work can be automated. The necessary link can be set up in just a few steps.