Connect Your Bank Account for Account

You can link your bank account to GetMyInvoices and match your transactions to the corresponding invoices. This allows you to view the transaction and the corresponding receipt in one place. This step is optional.

Step 1: Connect the Bank account

• Go to “Banking” in the menu on the left.
• Select “Link Bank Account”.
• Click “Automatically Synchronized.
• Accounts” and then “Next”.

Step 2: Select Connection Types

• Select “Bank Account or Credit Card”.

Step 3: Select a Bank and Set a Start Date

• Use the search function to filter by your bank.
• Click “Next”

• Select a start date. Transactions can generally only be retrieved for the last 90 days.
• Click “Next”.

Step 4: Selecting the Account Type

• Select the desired account type, such as “Checking Account”
• Click “Next”

Step 5: Log in to the bank and link your account to GetMyInvoices

• Select the account type and log in using your bank login credentials.
• Confirm your registration with a TAN.
• After logging in, select one of the listed accounts and follow the steps.
• Click the checkbox next to the account you want to add.
• Click Save.

Your bank account is now linked to GetMyInvoices.

Tip: Check with your tax advisor or accounting department to determine which system should be used for bank account reconciliation. The transactions are only visible in GetMyInvoices.