All bills in one place
Download your R+V Maklerportal invoices automatically
GetMyInvoices automatically downloads your R+V Maklerportal invoices. This saves you time and keeps you always up to date on all your receipts.
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What GetMyInvoices does for R+V Maklerportal
No more manual downloading
You no longer log in to your R+V Maklerportal account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All R+V Maklerportal receipts sit in one place — central, searchable and tagged. Your team finds any document in seconds, and nothing gets lost.
Accounting without media breaks
Your receipts flow automatically into DATEV, Lexware Office or your cloud. Your books stay up to date with nothing to forward by hand.
Who uses GetMyInvoices with R+V Maklerportal
Insurance & Health Insurance Providers
Shortly before the end of the quarter, your accounting team is once again faced with the question of which brokerage statement from the R+V Maklerportal has already been booked and which is still missing. With multiple broker accounts and changing contacts in back-office support, it's easy to lose track, especially when statements have to be downloaded manually and forwarded first. This delay often means that commission income is only recorded late in the correct month. With GetMyInvoices, statements are automatically downloaded from the portal and forwarded directly to your accounting team or tax advisor. This way, all receipts are ready in time for closing, without anyone on the team having to chase them down.
Get started now with document automation for Insurance & Health Insurance Providers
Real Estate & Property Management
For every managed property, there's a building or liability insurance policy somewhere that was taken out via the R+V Maklerportal, but the corresponding documents rarely end up automatically in the property accounting system. When a service charge statement needs to be prepared, the management team then has to search for the matching insurance receipt for the respective property. With several hundred units, this search effort quickly adds up to a real problem when billing owners and tenants. GetMyInvoices automatically downloads these documents from the portal and forwards them directly to your accounting system. This ensures all insurance certificates are available in time when the statement is prepared.
Get started now with document automation for Real Estate & Property ManagementBanking & Payment Transactions
At a branch of a cooperative bank, the customer advisor also handles R+V insurance contracts on the side, but the commission statements from the Maklerportal often only reach the accounting department's desk weeks later. By then, queries about individual items are barely traceable, as no one remembers the exact deal anymore. This further complicates reconciling commission income with account transactions in branch accounting. With GetMyInvoices, statements are automatically retrieved as soon as they are published in the portal and forwarded to the responsible department. This allows incoming payments to be reconciled with the respective statement promptly, instead of having to research everything at the end of the month.
Get started now with document automation for Banking & Payment TransactionsHow does it work?
Connect your R+V Maklerportal account
Connect your R+V Maklerportal account to GetMyInvoices once to download invoices automatically.
Good to know
- Sign in with your usual login details.
- You can connect several accounts of this portal separately.
- Your login details are stored encrypted and cannot be viewed by GetMyInvoices staff.
Invoices are retrieved automatically
GetMyInvoices checks your R+V Maklerportal account regularly and downloads all available invoices automatically.
Good to know
- All available invoices and receipts are captured.
- You set the retrieval interval yourself.
- Documents already captured are not downloaded twice.
Forward to your accounting
Your R+V Maklerportal receipts are exported to the accounting solution of your choice.
Good to know
- Compatible with DATEV, Lexware Office and other accounting solutions.
- You set the export schedule independently of the retrieval interval.
- On export, you pass either the file or the file including metadata.
Proven performance by GetMyInvoices
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About R+V Maklerportal
The R+V Maklerportal is used by insurance brokers to manage contracts and commission statements. This regularly generates statements and receipts that need to be transferred to accounting. Automated retrieval saves brokers time and reduces errors in manual data entry.
Frequently asked questions about R+V Maklerportal and GetMyInvoices
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