Automatically import and export receipts to and from sevDeskHow to set up document exchange between GetMyInvoices and sevDesk
1. Document Export: Begin Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand dropdown menu under your name > Click “Add Synchronization Account” > Click “Export” > Choose sevDesk> Click “Continue”!
2. Document Export: Add Synchronization Settings
Define the synchronization time interval > Click “Extended Settings” and choose which document types and which receipts should be synchronized with which tags > Choose whether to archive documents after the transfer > Click “Continue”!
3. Document Export: Add Synchronization Account
Enter a name for the synchronization account > Enter the API token! You find it in sevDesk under “Settings” by choosing the user, clicking on it for processing and displaying the API token > Define the time period for the documents that should be exported > Click “Save”!
4. Document Export: Integration Finished
It will only take a few seconds before you can see the synchronization information under the main menu item “Synchronization” > That’s it! > The documents will be available to you in sevDesk shortly afterwards under “Documents”
sevDesk and GetMyInvoices simplify receipt transfer
sevDesk is an easy-to-manage accounting software for any company size. It enables its users to keep the cash book online, create invoices in individual layout, send these to the according customers, and collect incoming invoices and receipts. Data is being recognized and booked automatically. An interface with the bank account makes payments possible. As well as that, incoming payments are automatically matched with the appropriate invoices. sevDesk boasts a compatible DATEV export and stands for an easy collaboration with tax consultants. More again, based on revenue and expenses, sevDesk prepares the turnover tax advance return, which can be transferred directly from the software straight to the tax authorities. Last, but not least, sevDesk produces a revenue surplus bill and displays the profit and loss account.
With GetMyInvoices, users simplify their document import, as invoices, receipts, etc. are automatically imported into the accounting software. Another application scenario would be importing documents like outgoing invoices from sevDesk to GetMyInvoices, to organize and/or automatically forward them from there. The respective integration process is dealt with in no time.