Automatic document exchange with Debitoor

Automatic document exchange with Debitoor

How to set up document export and import between GetMyInvoices and Debitoor

1. Document Export: Begin Integration Process

Login to GetMyInvoices > Choose “Synchronization” in the right-hand menu > Click “Add Synchronization Account” > Click “Export” > Choose Debitoor> Click “Continue”!

1. Document Export: Begin Integration Process

2. Document Export: Add Synchronization Settings

Define the time interval for document synchronization >If required, add a note > Click “Extended Settings” > Specify the export document types and tags, if needed activate the approval field > If necessary, indicate a pattern for the renaming process > Decide, whether documents should be archived in GetMyInvoices after the transfer > Click “Continue”!

2. Document Export: Add Synchronization Settings

3. Document Export: Connect GetMyInvoices with Debitoor

In the pop-up window, enter your Debitoor account access data > Click “Allow”!

3. Document Export: Connect GetMyInvoices with Debitoor

4. Document Export: Add Synchronization Account

Enter the account type and name > Enter your Debitoor ID! This is the email address you used for registration with Debitoor. > Fill in the field “Debitoor Specification” by selecting, which information shall be deposited in the Debitoor data record. > Define the time period for the export documents > Click “Save”!

4. Document Export: Add Synchronization Account

5. Document Export: Integration Finished

It will only take a short time until you can see the synchronization information under “Synchronization” in the main menu, and a little longer before you find the exported documents in Debitoor. > That’s it!

5. Document Export: Integration Finished

1. Document Import: Begin Integration Process

Login to GetMyInvoices > In the right-hand menu, choose “Synchronization” > Click “Add Synchronization Account” > Click “Import”! > Choose Debitoor> Click “Continue”!

1. Document Import: Begin Integration Process

2. Document Import: Connect GetMyInvoices with Debitoor

In the pop-up window, enter your Debitoor account access data > Click “Allow”!

2. Document Import: Connect GetMyInvoices with Debitoor

3. Document Import: Add Import-Synchronization Account

Enter a new name for the account > Enter your Debitoor ID! This is the email address you used when registering with Debitoor. > Fill in the fields “Standard Document Type”, “Standard Tags” and “Standard Company” > Specify the synchronization time interval > Click “Save”!

3. Document Import: Add Import-Synchronization Account

4. Document Import: Integration Finished

After just a short time, you can see the synchronization information under “Synchronization” in the main menu, and the imported documents a little later. > That’s it!

4. Document Import: Integration Finished

GetMyInvoices speed up document transfer to and from Debitoor

Debitoor is a simple cloud-based invoicing programme for freelancers, founders and small entrepreneurs. With its help, users can write invoices or make payments from anywhere – on the PC, tablet or smartphone. It enables uploading of receipts to record expenses. With its bank integration, the user’s transactions can be automatically matched with invoices and expenditures. In just a few clicks you can create reports and instantly gain an overview of the company’s financial situation. As well as that, turnover tax advance returns from the invoicing programme to Elster Online and correctly formatted export of data for DATEV to the tax advisor are part of the features.

Connecting Debitoor with GetMyInvoices increases the automatization of your bookkeeping even more. Due to the document export from GetMyInvoices, documents automatically gathered in the invoice management solution reach the invoicing programme without any manual effort. Using the document import, receipts are being transferred from Debitoor to GetMyInvoices and can then be synchronized with numerous document management systems, accounting solutions, cloud storage and other systems.

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