Invoice fetching automation for Sage One

Sage One is an easy-to-use cloud accounting software, that provides small business owners with a simpler way to manage their business. This tool connects accounting, invoicing, project or task management, and time tracking. It gives business owners and accountants a clear understanding of a company’s cash flow. Since it's cloud-based and you don't need to install Sage One, it can be accessed and used on any tablet, mobile or desktop device with internet connection.

GetMyInvoices will automatically create a bill in Sage One and attach scanned files to that newly created bill. This way, you'll be able to quickly access the original invoices in case your accountant or tax office ask for it. Our software also helps to deal with the most frustrating problem for many small businesses – it enables proper cash flow management. GetMyInvoices will shorten the time between the arrival of a bill and the entry into your accounting software. By connecting GetMyInvoices and Sage One, you will be one step closer to paperless bookkeeping and better cash-flow management.

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 Sage One > Click "Continue"

1. Begin integration process

2. Configure sync settings

Choose how often invoices should be synchronized, set start date of sync and put comment > If needed click "Extended Settings" and continue set up > Click "Connect"

2. Configure sync settings

3. Connect GetMyInvoices and Sage One

Login to your Sage One account > Put in your credentials > Click "Allow"

3. Connect GetMyInvoices and Sage One

4. Add sync account

Add sync account name, choose the Sage One Contact and Sage One Ledger Account you want to sync > Click "Save" > Once you have added Sage One Sync, you can select the Sage One Contact and Ledger Account in the Suppliers Module and select it for every Supplier. In case of any supplier who this wasn’t configured for, GetMyInvoices uses the default values selected in "Add Sync" dialog

4. Add sync account

5. Integration finished

It will take about 5 minutes until you will see synchronization information under the main menu item "Sync" > That's it!

5. Integration finished

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