With GetMyInvoices , you can automatically transfer your invoices to the Amazon S3 interface. This allows you to efficiently manage and process documents. This guide explains how to set up synchronization with Amazon S3.
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 Amazon S3.
- Click the Amazon S3 tile.
- Click Next.
Step 3
- You will be automatically redirected.
- Follow the instructions to connect your Amazon S3 account
- Click Next.
Step 4
- Select the desired directory path.
- Click Next.
Step 5
- Configure settings for exporting the documents.
- Use Advanced Settings to specify additional criteria for the export.
- Click Next.
- In our example, we’ll have the invoices archived to Amazon S3 after a successful export.
Step 6
- Enable either “Synchronize all to one folder” or “No subfolders for accounts.”
- Click the question mark icon for further explanations.
- 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 Amazon S3 based on your settings. Please note: We only transfer the PDF file to Amazon S3.