Furnishing Guide

Setup Guide With our GetMyInvoices setup guide, you can set up the most important features of your dashboard in just a few steps and save valuable time on your bookkeeping. With each step, you’ll get closer to fully automated and stress-free invoice management.

Step 1:Set Up Portals & Set Up the Desktop App

Why?

Set up portals to automatically import your invoices. This saves you the trouble of manually searching for and filing documents-and frees up valuable time.

For even faster and more reliable document import, we also recommend installing the desktop app. It supports automatic retrieval and ensures a stable connection to many portals-even with two-factor authentication.

What to do

• Select your first portal and set it up in just a few minutes.
• Start automatically retrieving invoices from over 10,000+ portals right away.

Need help?

• Instructions and video tutorial: Set up portals
• How document import works

Step 2 Connect your email inbox

or use the central inbox Why?

By connecting your email account or using our central inbox, you automate the import of invoices received via email. This saves you a lot of time.

What to do

• Connect your email account.
• Alternatively, use the central GetMyInvoices address to forward receipts directly.

Need help?

• Instructions and video tutorial: Connect your email account
• Instructions: Use the GetMyInvoices email address

Step 3 Use the mobile app for paper invoices and receipts

Why?

Never lose a receipt or bill again. With the mobile app, you can digitize them in seconds and always have them at your fingertips.

What to do

• Download the free app.
• Scan and sync your first documents with your GetMyInvoices account.

More about the mobile app

• Download on Google Play or App Store
• More about the mobile app

Step 4 Set up document export to your accounting software

Why?

Connecting to your accounting software eliminates the need for manual data transfer and reduces errors.

What to do

• Select your accounting software.
• Set up synchronization.

Get help here

• Instructions and video tutorial: Start synchronization
• Accounting software integrations

Step 5 Link your bank account

Why?

Linking your bank account enables automatic reconciliation of transactions with invoices and ensures transparency at all times.

What to do

• Link your bank account in just a few clicks.
• Use the overview to automatically link invoices and transactions.

Find help here

• Instructions: Link a bank account
• Details about the banking module

All done!

You’ve set up all the key features and are now fully equipped to save valuable time on your invoice management.

To maximize time savings in your bookkeeping, we recommend taking the time to fully set up the dashboard and unlock the full potential of GetMyInvoices.

Need help with setup?

• In just 30 minutes, we’ll solve your most important accounting challenges, connect your relevant systems, and set up all necessary export interfaces. Your accounting system will be up and running-you’ll save valuable time and can focus entirely on your core business. Book an appointment with our specialists now: Book an appointment
• Find valuable support in our Help Center articles Challenge: Set up all features within the next 24 hours and maximize your time savings!

Your GetMyInvoices team