GetMyInvoices Light - Setup

With this setup guide, you can set up the most important features of your GetMyInvoices Light plan 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-especially for Lexware customers.

Step 1 Install the Desktop App & Set Up Portals

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.

Install the Desktop App

1. Click “Desktop App” in the menu bar on the left side of the dashboard or “Desktop App” in the top-right corner of the taskbar.
2. Select your operating system (macOS/Apple Silicon , **macOS/Intel **, or Windows ) and start the download.
3. Install the app and log in with your GetMyInvoices credentials.

Need help?

• Set up the desktop app
• How document import works

Step 2 Set up document export to Lexware Office

**Why?**Connecting to Lexware Office eliminates the need for manual data transfer. All collected receipts are automatically transferred to Lexware Office-ready for posting.

What to do

1. Click your account name in the top right corner → “Synchronization”.
2. Click the “Plus” icon” → select “Export”.
3. Search for “Lexware Office” and click the tile → “Next”.
4. Click “Connect to Lexware Office”, log in, and grant access.
5. Specify the account type, name, default contact, accounting category, and export period.
6. Click “Save”.

Get support here

• **Lexware Office Export Guide **
• Accounting Software Integrations

Step 3 Use the Central Inbox

**Why?**By connecting your email inbox or using the central GetMyInvoices inbox, you can automate the import of invoices received via email. This is especially handy for suppliers who don’t offer their own portal.

What to do

1. In the dashboard, click the envelope icon in the top right corner.
2. Use the personal GetMyInvoices email address assigned to your account. Simply forward invoice emails to this address or provide it directly to your suppliers as the invoice recipient.

Need help?

• Use your GetMyInvoices email address

Step 4 Use the mobile app for paper invoices and receipts

Why? Never lose a receipt or invoice again. With the free mobile app, you can digitize paper documents in seconds and always have them at your fingertips-right in your GetMyInvoices account.

What to do

1. In the dashboard, click “Desktop App” in the menu bar on the left, or search for “GetMyInvoices” in the Google Play Store or Apple App Store .
2. Sign in with your GetMyInvoices credentials.
3. Scan and take photos of your first paper receipts.

More about the mobile app

• The mobile app

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.

Your GetMyInvoices Team