Using the GetMyInvoices invoice management software, invoices from many different sources can be automatically retrieved and consolidated in one place. Using xentral's GetMyInvoices interface, documents can be loaded directly into xentral's document scanner for further use.
After Login to the GetMyInvoices page, you can see linked accounts under "Companies & Portals" .
You can add new companies/portals by clicking on the plus sign in the upper right corner.
The best way to find the GetMyInvoices module in xentral is via the search bar. In the module an API account for GetMyInvoices can be created. The data can then be entered in the backend of GetMyInvoices to establish a connection.
With a click on the plus sign a new API account is created. The URL, username and password are then displayed in the module.
The created API account has automatically the "create_scanned_document" check box tick-marked. You can verify this in the API Account module by clicking on the editor icon next to the module name.
In the advanced settings you need to select the document types and the payment status. It is recommended to check all of them unless otherwise requested.
Then, the previously created API account must be linked to the GetMyInvoices account. This works on the GetMyInvoices page under Synchronize → Synchronization Accounts (plug icon on the top right) → Add Synchronization Account (plus icon).
Export is then selected and xentral is entered in the search field. The xentral icon is clicked and then Next is clicked.
Then the time interval for the synchronization can be selected and in the next step the URL, the user name and the password are entered, which were generated before in the xentral module. The password is entered here as the "API key" and the user name as the "name of the application". Also, the start date or date range for the synchronization can be selected. The account is saved.
On the synchronization accounts page, xentral home is now displayed.
The data can be viewed and changed by clicking on the 3 dots next to and on "Edit sync account".
In GetMyInvoices the invoices can be retrieved under "Documents". After the connection to xentral, the documents can be retrieved there in the document scanner (Accounting → Document Scanner).
Liabilities can be created by clicking on the plus next to the documents. More detailed information can be found in the Article about document scanner.