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GetMyInvoices

  • Updated

GetMyInvoices is an invoice management software that automatically retrieves invoices from various sources and stores them centrally.

By integrating GetMyInvoices with Xentral, you can import invoices directly into Xentral's Document Scanner for further processing. This saves you time by eliminating the manual effort of collecting and uploading receipts. Additionally, the imported invoices can be seamlessly integrated into your existing Xentral workflows, such as accounting. This integration streamlines your invoice workflow, ensuring that all documents are centrally available and easily accessible at any time.

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Integration of GetMyInvoices (Preparatory Steps)

With the GetMyInvoices module, you can create an API account to establish a connection between Xentral and your GetMyInvoices backend. Once created, the API credentials (URL, username, password) will be displayed. Copy these credentials and enter them into your GetMyInvoices backend to set up the integration.

You can find the GetMyInvoices module using the Super-Search by searching for 'GetMyInvoices' and opening it.

Steps:

  1. Create API Account: Click on 'Create Access' to generate a new API account. You will receive the URL, username, and password.

    GetMyInvoice_xentral_anbindung_001.png
    GetMyInvoices_API_Daten_002.png

  2. Check Permissions:

    1. You can find the API module using the Super-Search by searching for 'API' and opening it. Click on Edit for GetMyInvoices.

    2. The generated API account automatically includes the permission 'create_scanned_document'.

    3. Additionally, set the permission 'list_countries' and click'Save'.

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Steps to Connect GetMyInvoices to Xentral

Once the API account has been created in Xentral, it needs to be linked to your GetMyInvoices account.

Steps:

  1. Add a Synchronization Account in GetMyInvoices

    1. Log in to your GetMyInvoices account via the GetMyInvoices Login page.

    2. Click on the plus symbol to add a new synchronization account.

    3. Select 'Export' for the data.

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  2. Select synchronization with Xentral using the search function.

  3. Enter the following credentials from Xentral:

    1. Subdomain: The first part of your Xentral URL.

    2. App Name/ User Name: 'getmyinvoices' (pre-filled by default).

    3. Initkey/ Password: The password generated in Xentral.

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  4. Click on 'Done'.

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  5. Add the 'Synchronization Target' as the next step.

    1. Time Interval: Choose the desired synchronization frequency, e.g., daily or monthly. Click on 'Advanced Settings'.

    2. Document Types: Select the types of documents to synchronize. Multiple document types can be added if needed.

    3. Payment Status: Decide whether to synchronize only paid invoices.

    4. Approval Required: Specify if approval is needed before synchronization or if all documents should be transferred regardless of additional approval.

    5. Click 'Next' to complete the setup. Your integration is now ready!

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  6. Scheduled synchronizations are now updated. Click 'OK'.

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Note

Through 'Workflows,' you can access the synchronization accounts at any time and edit your settings (plug icon).

Assignment of Documents

In GetMyInvoices, invoices can be accessed under the 'Documents' menu.

After integrating with Xentral, the documents will be available in the ''Documents Scanner. Using the plus symbol next to the documents, you can create liabilities. Further details on using the Document Scanner are available in the corresponding article.

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Common Error Messages and Solutions

If an error message occurs in GetMyInvoices, check the following configurations:

Error

Solution
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Verify that the data has been entered correctly:

  • In the Xentral API account that is automatically created.

  • Ensure the API account is activated.

  • Confirm that the API permissions are correctly or sufficiently configured.

  • Check if your GetMyInvoices account is an active company account.

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