Automatically export receipts to lexoffice

Automatically export receipts to lexoffice

How to set up document export between GetMyInvoices and lexoffice

1. Begin Integration Process

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

1. Begin Integration Process

2. Add Synchronization Settings

If required, add a note > Click “Extended Settings” > Specify the export document types and tags, if required activate the approval field > Decide, whether documents should be archived after transfer in GetMyInvoices > Click “Continue”!

2. Add Synchronization Settings

3. Connect with lexoffice

Use the pop-up window to login to you lexoffice account > Authorize GetMyInvoices to retrieve the status of uploaded pictures and upload document images in lexoffice by clicking “Allow Access”!

3. Connect with lexoffice

4. Add Synchronization Account

Enter the account type and name > If necessary, specify the standard contact and standard accounting category > Define the time period for the export documents > Click “Save”!

4.  Add Synchronization Account

5. Integration Finished

It won’t take long before you can see the synchronization information in the main menu under “Synchronization”, and a little later you’ll see the exported documents in lexoffice. > That’s it!

5. Integration Finished

GetMyInvoices speeds up document transfer to lexoffice

lexofficeis an online bookkeeping software combining numerous functions. These include creating offers, writing invoices, managing clients, keeping a cash journal, and payroll accounting. lexoffice enables integrated online banking with automatic payment match, as well as the creation of surplus revenue calculations, profit-loss accounts and turnover tax advance returns. Tax advisors can take over all booked entries in the standardized DATEV format or co-work via direct access.

Capturing receipts is possible using PDF, scans or app photos, for example. Linking GetMyInvoices to lexoffice means being able to import the receipts, which have been automatically gathered in the invoice management solution,into lexoffice without any manual effort.

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