GetMyInvoices lets you automatically transfer your invoices to the SEEWARA interface. This allows you to streamline your accounting processes and manage invoices directly in SEEWARA without any manual effort. This guide provides step-by-step instructions on how to set up the integration with SEEWARA.
Step 1
- Click on the account name 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 SEEWARA.
- Select the SEEWARA tile.
- Click Next.
Step 3
→ You will be automatically redirected.
- Enter your login credentials.
- Follow the instructions.
- Click “Continue.”
Step 4
- Specify 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 SEEWARA after a successful export.
Step 5
- 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 SEEWARA based on your settings.