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2FA (Two-factor authentication) #
An additional verification step when logging in to a portal, usually via a code from an app, text message, or email.
Also known as: Two-step verification, login confirmation
See also: Auto2FA, Portal Status
Glossary
The most important terms related to GetMyInvoices – from 2FA to ZUGFeRD, explained briefly and clearly.
35 terms
0–9
Back to topArchiving #
Moving a document from the active overview to a separate archive without deleting it.
See also: Duplicate
Auto2FA #
The GetMyInvoices feature that automates 2FA confirmations, provided the portal allows an authenticator app as a 2FA method.
Why it matters: Without Auto2FA, every login must be confirmed manually – otherwise, automatic portal access will be interrupted.
Also known as: Automatic 2FA retrieval, 2FA automation
See also: 2FA, Portal Status
CAMT #
A standardized bank export format (ISO 20022) for account transactions.
Also known as: CAMT.053, Account Turnover Export Format
See also: MT940
Cash discount #
A discount for prompt payment. When performing text recognition, GetMyInvoices always records the regular gross amount without the discount deduction.
Central Inbox #
A GetMyInvoices-specific email address to which invoices can be forwarded or sent so that they are automatically imported.
Also known as: GMI email address, import address
See also: OCR
DATEV #
A German software solution for tax advisors and accounting firms to which GetMyInvoices can automatically transfer documents.
See also: Document Image Service, Invoice Data Service
Desktop app #
The GetMyInvoices application for Windows/Mac, which can be installed locally, is an alternative to the web interface.
See also: Scan app
Document Image Service #
A DATEV interface used to transfer invoice images (PDFs) to DATEV – separate from the invoice data service, which transfers structured data.
Also known as: DATEV Document Images
See also: Invoice Data Service, DATEV
DPA (Data Processing Agreement) #
A data protection agreement that companies enter into with GetMyInvoices as a data processor when personal data is processed.
Duplicate #
A document that GetMyInvoices recognizes as a potentially existing invoice (duplicate), for example, because the invoice number and amount match.
See also: OCR
E-invoice #
The structured electronic invoice in accordance with legal e-invoicing requirements (Germany/EU). GetMyInvoices supports the handling of e-invoices.
FinTS #
German standard protocol for bank account information, historically known as HBCI. Some banks use FinTS specifically for retrieving credit card transactions – in some cases, with daily re-authentication.
GMI #
Abbreviation for GetMyInvoices, e.g., in invoice numbers (GMI-2026-370287) or when communicating with support.
GoBD #
“Principles for the Proper Maintenance and Retention of Books, Records, and Documents in Electronic Form” – German guidelines for legally compliant digital document retention.
HBCI #
An older online banking authentication method. GetMyInvoices does not currently support this as a standalone connection method – use the bank’s PSD2 connection instead.
Invoice Data Service #
A DATEV interface through which structured invoice data (not just the image) is transferred to DATEV.
See also: Document Image Service, DATEV
ISO/IEC 27001 #
The internationally recognized standard for information security. GetMyInvoices is certified to ISO/IEC 27001. An independent audit confirms that information security is systematically managed and regularly reviewed throughout the entire organization. In addition, the data centers in Germany where your data is stored are also certified to ISO/IEC 27001.
Why it matters: For businesses and tax firms in particular, recognized proof of security is often a prerequisite for engaging a service provider to handle sensitive documents and login credentials.
Also known as: ISO 27001, ISO certification, ISMS certification, information security certificate
Matching #
The process by which GetMyInvoices automatically matches a bank transaction to the corresponding invoice.
Also known as: Mapping, Linking (Transaction-Invoice)
See also: Cash discount
Mobile App #
The official GetMyInvoices app for smartphones, which allows you to take photos of receipts, upload them, and manage them – also referred to as the “Scan App” in the dashboard.
See also: Desktop app, OCR
MT940 #
An older, widely used bank export format for account transaction history.
See also: CAMT
OCR (Text recognition) #
Automatic recognition of invoice data (amount, date, invoice number, etc.) from PDFs and scans.
Payment run #
A consolidated payment process for multiple approved invoices.
See also: Workflow
Peppol-ID #
A unique identifier for receiving and sending e-invoices via the Peppol network.
See also: E-invoice
Plan #
The subscribed plan/service package for a GetMyInvoices account.
See also: Trial period
Portal Status #
The status indicator for a portal connection (e.g., Connected, Action Required, Paused, Login Failed), which shows the current status of document retrieval.
See also: 2FA
PSD2 #
EU Payment Services Directive, on which most bank integrations in GetMyInvoices are technically based.
Scan app #
Term used in the dashboard of the GetMyInvoices mobile app, specifically for the feature that allows users to take photos of and upload paper receipts.
Also known as: Mobile App
See also: Mobile App, OCR, Desktop app
SSO (Single Sign-On) #
Signing in to a portal using an existing account (e.g., “Sign in with Google”) instead of a separate username and password.
Synchronization account #
A connection between GetMyInvoices and accounting software (e.g., DATEV, Lexware, sevDesk) through which documents are automatically transferred.
Also known as: Sync Account, Accounting Integration
See also: DATEV
Tag (document tag) #
A freely assignable keyword that can be used to categorize documents for easier retrieval.
Tax Advisor Account #
A special account type that allows tax advisors to manage their clients' accounts.
See also: Plan
Trial period #
The free trial period during which a new account can be tested before the first payment is made.
See also: Plan
Workflow (approval process) #
A configurable workflow through which invoices must be reviewed and approved by specific individuals before payment.
See also: Payment run
ZUGFeRD #
A German hybrid format for electronic invoices (PDF + embedded structured data). For legal reasons, GetMyInvoices cannot use ZUGFeRD data to train its text recognition.