All bills in one place
Download your New York's 529 College Savings Program invoices automatically
GetMyInvoices automatically downloads invoices from New York's 529 College Savings Program. This saves you time and helps you keep track of all receipts.
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What GetMyInvoices does for New York's 529 College Savings Program
No more manual downloading
You no longer log in to your New York's 529 College Savings Program account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All New York's 529 College Savings Program 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 New York's 529 College Savings Program
Investment, Trading & Fintech
At the end of the month, several statements for the managed 529 portfolios arrive in the accounting department of asset managers, spread across individual fund classes and custody structures. Usually, it's the fund controlling team that has to pull these receipts individually from the portal before reconciliation with the portfolio accounting system can begin. If a receipt is missing, the allocation of management fees is delayed and the quarter-end accrual process stalls. With automated retrieval, all statements are available in time for reconciliation, without anyone having to enter login credentials multiple times.
Get started now with receipt automation for Investment, Trading & Fintech
Education, Training & Research
At the start of every semester, numerous payout confirmations from 529 accounts arrive at the university administration, often alongside hundreds of other incoming payments. The student accounting department then has to assign each payment to the correct student account before enrollment is considered paid. If a receipt is left sitting in the portal, the payment doesn't show up in the system, leading to unnecessary follow-up questions from students or parents. When receipts are retrieved automatically, the complete payment history is available before reconciliation even begins.
Get started now with receipt automation for Education, Training & ResearchBanking & Payment Transactions
Every day, countless ACH transactions take place between account holders' bank accounts and the 529 program, and each one must be traceably documented in payment transactions. The payment processing department spends a lot of time pulling transaction receipts individually from the portal to reconcile them with account movements. If a receipt for a deposit or withdrawal is missing, bank reconciliation remains incomplete, and discrepancies often only come to light during review. When retrieval happens automatically, all transaction records are complete and available without gaps for reconciliation.
Get started now with receipt automation for Banking & Payment TransactionsHow does it work?
Connect your New York's 529 College Savings Program account
Connect your New York's 529 College Savings Program 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 New York's 529 College Savings Program 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 New York's 529 College Savings Program 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 New York's 529 College Savings Program
New York's 529 College Savings Program helps save for education costs. This generates statements and receipts that are relevant for accounting. Automated document processing eliminates manual downloading and ensures complete record-keeping.
Frequently asked questions about New York's 529 College Savings Program and GetMyInvoices
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New York's 529 College Savings Program invoices?
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