Advanced settings for a company/portal

The sevdesk interface allows you to enter additional data for invoice transfer directly into GetMyInvoices .

Note: The following steps are provided as examples. You are responsible for maintaining the data in sevdesk and GetMyInvoices.

Step 1

• Click on Companies & Portals.
• Select the desired company or portal.
• Click Edit.

Step 2

• Click Synchronization.

Step 3

• Add the data you previously maintained in sevdesk:

sevdesk Category
sevdesk Contact
sevdesk Cost Centers
sevdesk Tax Rule

Step 4

• Transfer the payment status, which is stored as default .
• Invoice line items and tags can be transferred to sevdesk, and supplier invoices can be created as drafts in sevdesk.

Step 5

• Click Save. From now on, this data will be included with every transfer to sevdesk.