Receipt Tracking Add-on for SlackAutomatically post new invoices to a Slack channel. Keep your accounting team updated and use Slack as back-up storage.
How to Track Receipts in Slack?
Slack is a cloud-based messaging and collaboration system for teams. It can be used across multiple devices and has powerful features that allow you to not only chat with сolleagues, but also create groups and channels, upload and share documents, and, most importantly, integrate with 3rd party services.
Sometimes you aren’t able to follow up every piece of information relating to your business, or to keep everyone in your team informed. With the help of GetMyInvoices and Slack integration, you can make your life easier by posting each newly created invoice into your preferred Slack channel, so no one is left out. Either use it as a notification and collaboration tool for your accounting team, or use Slack as back-up storage for receipts. Notifications about new invoices will be created and simultaneously pushed into your preferred Slack channel. This will include information about the payee name, amount, payment date, etc. This integration saves an enormous amount of time as it brings all the information to one place and keeps all team members on the same page.
1. Begin integration process
Login to GetMyInvoices > Choose "Sync" from the left menu > Click "Synchronization Accounts" on the right side > Click "Add Sync Account" > Choose Slack > Click "Continue"
2. Configure sync settings
Choose how often invoices should be synchronized, set start date of sync and put a comment > If needed click "Extended Settings" and continue set up > Click "Continue"
3. Connect GetMyInvoices and Slack
Login to your Slack account > Click "Authorize"
4. Add sync account
Add sync account name, choose the Slack Channel you want to sync > You can add more invoice info to your message in Slack by clicking "+" near the "Message" field. Available fields to add: Supplier Name, Invoice Number, Invoice Date (in two formats d.m.Y and m/d/Y), Net Amount, Gross Amount, VAT and Note > Click "Save"
5. Integration finished
It will take about 5 minutes until you will see synchronization information under the main menu item "Sync" > Once the integration is finished, you will start receiving announcements into your Slack channel > That's it!