Advanced Settings for Export Interfaces

Export interfaces in GetMyInvoices offer advanced settings that allow for customizing the transfer of documents according to specific needs. These settings provide flexibility to optimize the export process.

Advanced Settings and How to Use Them

• Document Types:
  The export can be restricted to specific document types. For example, it’s possible to export only documents classified as “incoming invoices.” These settings can be configured directly under the respective companies & portals or at the document level.
• Payment Status:
  The export can be tailored to include only documents with a specific payment status, such as “paid” invoices. This information is also managed directly under companies & portals or at the document level.
• Invoices with Tags:
  Tags act as labels that help categorize documents. Tags can be used to filter which documents are included or excluded from the export. This makes it easy to manage documents based on their tags.
• Requires Workflow Approval:
  Documents can be set to only export after being approved through a workflow. Approval processes in GetMyInvoices can be configured as a prerequisite for export. If workflows are not used, manual transfer of documents remains an option.
• Renaming Templates:
  This feature allows for renaming exported documents according to a defined template. This ensures all documents have a consistent naming convention in the target system. The available variables for renaming can be viewed by clicking the “Plus” button.
• Archive After Export:
  After a successful export, documents can be automatically archived in GetMyInvoices. This helps maintain organization and simplifies document tracking.

Important Note: If advanced settings are configured under a synchronization account, only documents that meet the defined criteria will be exported. Any documents that do not fulfill these conditions will not be included in the export to avoid inconsistencies.