All bills in one place
Download your WesTex Community Credit Union invoices automatically
GetMyInvoices automatically downloads WesTex Community Credit Union invoices. This saves you time and helps you always keep track of your financial documents.
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What GetMyInvoices does for WesTex Community Credit Union
No more manual downloading
You no longer log in to your WesTex Community Credit Union account to hunt for invoices. GetMyInvoices handles the retrieval for you.
A searchable receipt archive
All WesTex Community Credit Union 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 WesTex Community Credit Union
Banking & Payment Transactions
At the end of the month, correspondent banks and other credit unions often receive several statements from WesTex Community Credit Union in their inbox all at once: interbank fees, account maintenance items, and often distributed across different responsible parties. In accounting, this leads to individual receipts being overlooked and account reconciliation being delayed because it's necessary to first find out who received which statement. With automated retrieval, all invoices and account statements are collected and complete before reconciliation begins. This makes it possible to track payment transactions between institutions without having to chase down individual documents.
Get started now with receipt automation for Banking & Payment Transactions
Real Estate & Property Management
A property manager often oversees several escrow accounts for security deposits, along with loan accounts for property financing at WesTex Community Credit Union. When the utility bill statement or the annual owner summary is due at the end of the month, it's often exactly the one receipt for the loan installment that's missing and would need to be manually downloaded from the online banking portal. This manual search per account is especially frustrating when multiple properties are being billed at the same time. When statements are automatically retrieved from the portal, deposit records and repayment schedules are available separately and completely for each property when the statement is due.
Get started now with receipt automation for Real Estate & Property Management
Auto Parts & Dealerships
A car dealership usually finances its vehicle inventory through a floor plan line with WesTex Community Credit Union, along with ongoing payoff statements for sold vehicles with active auto loans. Whoever handles accounting at the dealership often has to check the portal multiple times to see if a new statement has arrived before the next sale can be finally accounted for. If this is left unattended, it delays the reconciliation of the credit line and makes inventory financing confusing by the end of the month. Automatically retrieved payoff statements and financing invoices ensure that each vehicle sale can be promptly recorded with the corresponding statement.
Get started now with receipt automation for Auto Parts & DealershipsHow does it work?
Connect your WesTex Community Credit Union account
Connect your WesTex Community Credit Union 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 WesTex Community Credit Union 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 WesTex Community Credit Union 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 WesTex Community Credit Union
WesTex Community Credit Union offers financial services such as accounts and loans. This generates account statements and fee receipts that need to be included in accounting. Automated processing eliminates the need to manually download these documents.
Frequently asked questions about WesTex Community Credit Union and GetMyInvoices
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WesTex Community Credit Union invoices?
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