finway

GetMyInvoices allows you to automatically transfer your invoices to finway. This helps optimize your accounting processes and lets you manage invoices directly in finway without any manual effort. This guide will walk you through step by step how to set up the connection to finway.

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 the “Export” option to automatically transfer invoices.

Step 2

• Use the search function and search for finway.
• Select the finway tile.
• Click Next

Step 3

• Log in to finway.
• Navigate to Settings and select Integration.
• Select GetMyInvoices.
• Click “Connect” and enter your Account ID.

Step 4

• Enter your email address.
• Click Next.

Step 5

• Configure export settings for the documents.
• Use Advanced Settings to set additional criteria for the export.
• Click “Next.”

→ In this example, we’ll have the invoices archived in finway after a successful export.

Step 6

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

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