Fileee

GetMyInvoices lets you automatically transfer your invoices to the Fileee interface. This allows you to streamline your accounting processes and manage invoices directly in Fileee without any manual effort. This guide provides step-by-step instructions on how to set up Fileee synchronization.

Step 1

Click on Profile in the top right corner and select Synchronization from the dropdown menu.
Click the plus icon (+) in the top right corner to add a new synchronization.
Select “Export” to automatically transfer invoices.

Click on Profile in the top right corner and select Synchronization from the dropdown menu. Click the plus icon (+) in the top right corner

Step 2

Use the search function, and type in “Fileee”.
Select the Fileee tile.
Click “Next.”

. Use the search function, and type in “Fileee”. Select the Fileee tile. Click “Next.” Step 3:

You’ll be automatically redirected.
Click “Connect with Fileee”.
Follow the instructions for Fileee.

You’ll be automatically redirected. Click “Connect with Fileee”. Follow the instructions for Fileee.

Step 4

Configure settings for exporting documents.
Use Advanced Settings to specify additional criteria for the export.
Click Next.
In our example, we’ll have Fileee archive the invoices after they’ve been successfully exported.

to specify additional criteria for the export. Click Next. In our example, we’ll have Fileee archive the invoices after they’ve been

Step 5

Optional**:** Limit the export period based on the invoice or import date.
Click Save to start the export.

Step 5: Optional: Limit the export period based on the invoice or import date. Click Save to start the export. - Fileee

GetMyInvoices will now automatically transfer all relevant invoices to Fileee based on your settings.

Didn't find the right answer?