How to Add an Online Portal in GetMyInvoices GetMyInvoices allows you to connect and automate invoice downloads from more than 10,000 online portals. These include a wide variety of categories such as banks, hosting providers, job platforms, marketing tools, telecom companies, utilities, transportation, logistics, and many more. Adding a portal ensures that your invoices are collected automatically, which reduces manual work and helps you keep all documents in one organized system. Below is a detailed guide on how to add a new online portal to your GetMyInvoices account. Step 1: Open the Portal Setup Start by navigating to the left-side menu in your GetMyInvoices dashboard and click on "Companies & Portals". This is where all existing portals and company profiles are displayed. At the top right of this page, click the plus (+) symbol. A pop-up will appear asking which type of connection you want to add. From the available options, choose "Online Portal" and then click "Next" to continue. Step 2: Select the Portal You Want to Add You will now see a search bar. Type the name of the portal you want to connect. If you prefer, you can also choose from the list under "Popular Portals". Once you find the correct portal, select it to proceed. Step 3: Enter Login Credentials and Basic Settings You will be asked to enter the same login details you normally use on the online portal (such as email, username, and password). This allows GetMyInvoices to access your account securely and retrieve your invoices. Next, set the start date from which invoices should be imported. For example, if you want invoices beginning from January 1, 2024, you can select 01.01.2024 as the start date. After that, choose the retrieval interval. This specifies how often the system should check the portal for new documents. For example, you can set it to automatically retrieve invoices every 7 days. If needed, click the "Extended" tab to enter additional master data and payment details for the portal connection. Step 4: Configure the Document Type Inside the "Extended" tab, you will find options for document classification. Choose the document type for this portal. In most cases, GetMyInvoices retrieves incoming invoices, meaning invoices that you receive from suppliers. Therefore, the documents will normally be classified as incoming invoices within the system. Step 5: Set Payment Information and Save Open the Payment Details section. Here, you can set the payment status of invoices�for example, marking them as "paid" if they are automatically charged by the supplier. You can also choose the payment method used for that supplier, such as "direct debit", "bank transfer", or any other available method. Once everything has been filled out correctly, click "Save" to complete the process. Your portal is now connected, and GetMyInvoices will begin retrieving invoices according to the settings you defined.
How to Suggest an Online Portal That Is Not Listed in GetMyInvoices If you cannot find a specific online portal inside your GetMyInvoices account, you can request that it be added. This option allows you to expand the list of available portals and make sure your invoices are collected automatically in the future. Below is a detailed explanation of how you can submit a suggestion directly through your account. Step 1: Go to your GetMyInvoices dashboard. From the left-side menu, click the section named "Companies & Portals". This page displays all portals and company profiles currently connected to your account. Step 2: On the Companies & Portals page, look at the top right corner and click the plus (+) button. This button is used whenever you want to add a new portal, company, or connection to your account. Step 3: A pop-up window will appear. In this window, you will see several options for adding new sources. Select "Online Portal" to tell the system you want to add or suggest a portal that provides online invoices. After selecting it, click the "Continue" button to proceed. Step 4: You will now be taken to the Add Portal page. Because the portal you need is not on the existing list, click on the option called "Suggest Portal". This opens a form where you can submit the details of the portal you want us to add. Step 5: Fill out the portal suggestion form. You will be asked to provide information such as the portal name, the website link, and any relevant details that help our team understand what type of portal it is. Once all the required fields are completed, click the "Send" button to submit your suggestion. After your request is submitted, it will be reviewed by the GetMyInvoices technical team. In most cases, the development and integration of new portals take approximately 5 to 10 days. This timeframe can vary depending on the complexity of the portal and the technical requirements needed for automation.
Setup guide gives instructions and video tutorials: Step1 Set up portals, Step2 connect email or central mailbox, Step3 connect scan app, Step4 configure export sync accounts and integrations, Step5 optional banking & workflows.
Understanding Portal Status Messages and What Actions You Need to Take When you connect online portals to GetMyInvoices, different status messages can appear depending on the current state of the connection. Each message provides important information about what is happening in the background. Understanding these messages helps you take the correct steps to ensure that your documents are downloaded successfully. Below is a detailed explanation of each status message and the corresponding actions you may need to take. 1. Connected This message means the portal is fully connected. The login is working, and invoice downloads will run automatically based on the retrieval interval you selected. No immediate action is required. If documents are missing even though the portal is marked as connected, check the following points: Make sure the start date is correct and the missing documents are within that time range. Review the advanced download filters. Some portals allow filtering by document type, sub-accounts, account IDs, or similar criteria. Confirm that the user account used for login has permission to view and download invoices in the portal. Make sure you are logging in using the same URL that is stored in the portal connection. Check whether the documents were moved, edited, archived, or deleted in the portal. This affects retrieval. Try running a manual download: Open the menu (three dots) in the portal and select "Start download now". If documents still do not appear, the issue may be related to portal-side changes or settings. In this case, click the three-dot menu ? "Request support" and provide information about which invoices are missing. Our team will investigate the cause for you. 2. Verifying credentials This status appears while GetMyInvoices is checking your login information. The system is confirming whether the provided username, password, or SSO data work correctly. The verification process may take a moment. Simply wait until the status updates automatically. 3. Download running This message means that the retrieval process has started successfully. The system has logged in to the portal and is now downloading the documents. Once the download finishes, the files are checked and processed. This can take a little time depending on the portal and the number of documents. Please wait until the process completes. 4. Paused This status means that the portal has been manually disabled or stopped. While paused, no download attempts will take place. To reactivate the portal: Update the login credentials if needed. Turn the connection back on using the �ON� switch in the portal settings (accessible through the pencil icon). This restarts the login and download process. 5. Login failed This message indicates that the most recent login attempt was rejected by the portal because the login data was incorrect. To fix this: First, test the login directly on the portal�s website. Once you confirm the correct credentials, enter the same information in the portal settings in GetMyInvoices. If you use SSO (for example Google Sign-In): Enable the option for SSO in the Advanced Download Options. Enter the correct SSO credentials. Ensure the connection switch is set to �ON�. Save the settings to restart the login attempt. 6. Action required This status appears when the portal needs you to complete a step before the download can continue. Common causes include: A recent password change A required confirmation of new terms and conditions A request to update payment details A pending two-factor authentication (2FA) step In most cases, the message indicates that the portal has triggered a 2FA request. Click the message to restart the 2FA process. If the portal supports Auto2FA, you can activate it here as well. Important Things to Know About 2FA The portal decides when 2FA is required. GetMyInvoices simply forwards the request. It cannot trigger or skip 2FA on its own. Check which 2FA method the portal is using. When you click on the status message, you will see the method the portal expects (e.g., app code, email code, SMS). Sometimes the portal may request a different method than the one you normally use. Why the message appears even if Auto2FA is enabled If Auto2FA is set up but the status still shows as �Action required�, there are two possible reasons: The portal needs an additional security step. Example: Auto2FA works with an authenticator app. But if the portal also sends a second 2FA challenge via email or SMS, the system will wait for user input. In this case, Auto2FA is still working correctly, but the portal requires extra confirmation. The portal�s 2FA method is not compatible with Auto2FA. Auto2FA only supports authenticator app codes. If the portal uses a different method, such as SMS or email verification, Auto2FA cannot complete the request automatically. Check the 2FA settings on the portal to ensure compatibility.
Login Failed: How to Check and Correct Your Portal Credentials When connecting an online portal in GetMyInvoices, you may sometimes see a message indicating that the login data used for retrieving documents is not correct. This often happens when the username, password, or authentication method stored in the portal settings does not match the login details required by the provider. Because many service providers operate multiple portals or different customer login areas, it is important to verify that you are using the correct portal and the correct credentials. GetMyInvoices allows you to quickly test this and correct the data if needed. Below is a clear, step-by-step guide to help you check your login settings. Step 1: Open the portal settings In the left navigation menu, click on Companies & Portals. Find the portal where the error occurred. Click Edit to open the portal configuration. This will allow you to view all stored login and download settings. Step 2: Access the portal�s login page Inside the portal settings, click on the portal logo or on Open login page. You will be automatically redirected to the official login page of the provider. This step ensures that you are testing the login on the correct and up-to-date page. Step 3: Verify your login details Compare the username and password you normally use when logging in directly to the provider�s portal. Check that the same credentials are entered in the portal configuration inside GetMyInvoices. If you recently changed your password or username, make sure the updated data is saved here as well. If the provider uses two-factor authentication (2FA), make sure the correct method is active in the portal settings. If you find any differences, update the login data and save the settings. Once saved, GetMyInvoices will automatically attempt to reconnect and retrieve documents. What happens next After correcting the login information: The system will retry the connection. If the data is correct, the status will change and the next download will begin. If the login still fails, there may be an issue with access rights, portal changes, or required security steps. You can always request assistance by using Request Support in the portal menu.
Easily Download Documents and Invoices with GetMyInvoices GetMyInvoices provides a convenient way to download documents and invoices directly from your account. Users have the flexibility to choose which documents to download�whether it�s selecting individual files, downloading all available documents, or retrieving invoices from a specific month. Before starting the download, you can also set additional criteria to customize the process according to your needs. Step-by-Step Guide to Downloading Documents: Access the Documents Section: Click on �Documents� in the left-hand menu. Initiate the Download: In the top-right corner, click on the download icon labeled �Download Documents.� Choose Your Download Option: Manually Selected Invoices: Download specific documents of your choice. Download All: Retrieve all available documents at once. Download by Month: Download only invoices from a particular month. Before finalizing the download, you can set additional filters or criteria to make the process more tailored to your needs. Tip: Individual invoices can also be downloaded directly using the download icon, without selecting multiple documents. For a visual explanation, a step-by-step video guide is available here: https://www.youtube.com/watch?v=Luvx6ZcrDOE&t=1s .
Automatic 2FA Retrieval for Invoice Collection from Online Portals Summary: GetMyInvoices allows users to automatically retrieve invoices from online portals requiring two-factor authentication (2FA) without manual input. To use this feature, an authenticator app such as Google Authenticator, Microsoft Authenticator, or Authy is required. Step 1 Action: Navigate to Companies & Portals in the left menu. Click the Plus (+) symbol. Notes: This opens the interface to add a new portal for invoice collection. Step 2 Action: Select the desired online portal from the list and add it. Enable the Auto 2FA option and click Save. Notes: Enabling Auto 2FA allows GetMyInvoices to handle the second authentication factor automatically. Step 3 Action: After saving, an expanded window appears with three options for automatic 2FA upload: Notes: Choose one of the three methods based on your preference and portal requirements. Option 1 � Authentication via QR Code Action: Scan the QR code using your authenticator app (Google Authenticator, Microsoft Authenticator, or Authy). Ensure the second factor is activated in the app and accepted by the portal. Upload a screenshot of the QR code to GetMyInvoices. Notes: This is the most common method for linking the portal to the authenticator app. Option 2 � Authentication via Security Key Action: Activate the second factor in the portal using the security key generated by your authenticator app. Enter the security key in GetMyInvoices to link the 2FA. Notes: Useful for portals that provide a security key instead of a QR code. Option 3 � Authentication via SMS Link Action: Take a picture of the QR code with your smartphone and activate the second factor in the authenticator app. Enter your phone number to receive an SMS. Use the link in the SMS to upload the QR code photo to GetMyInvoices. Notes: This method is suitable for portals requiring phone verification in addition to the authenticator app.
Automatic Two-Factor Authentication (2FA) � Already Linked Portals Summary: GetMyInvoices allows users to automatically retrieve invoices from online portals that require two-factor authentication (2FA) for portals that are already linked. This process eliminates the need for manual input. An authenticator app such as Google Authenticator, Microsoft Authenticator, or Authy is required to activate this feature. Step 1 Action: Click on �Companies and Portals� on the right-hand menu. Hover over the desired portal and click on the plug icon. Notes: This opens the portal settings where Auto 2FA can be activated. Step 2 Action: Click on �Activate Auto 2FA� located at the bottom left of the window. Notes: This enables automatic retrieval of invoices for the selected portal. Step 3 Action: Confirm the automatic retrieval by selecting YES. Notes: After confirmation, the system is ready to handle the second factor automatically. Options for Automatic 2FA Upload: Option 1 � Authentication with QR Code Action: Upload a screenshot of the QR code to GetMyInvoices. Add the second factor in the authenticator app. Notes: Make sure to activate the second factor in both the app and the portal before uploading the QR code. Option 2 � Authentication with Security Key Action: Activate the second factor in the portal. Use the authenticator app to generate a code with the security key. Enter the security key into GetMyInvoices. Notes: This method is suitable for portals that provide a security key instead of a QR code. Option 3 � Authentication with SMS Link Action: Take a photo of the QR code with your phone. Activate the second factor in the authenticator app. Enter your phone number to receive an SMS. Upload the QR code photo via the SMS link. Notes: This option is ideal for portals that require phone verification in addition to the authenticator app. Reference Video: https://www.youtube.com/watch?v=-ZOU9HSEv2A
Manual Invoice Import from Online Portals Summary: GetMyInvoices allows users to manually fetch invoice documents from their connected online portals whenever immediate access or processing is needed. This feature ensures that all new invoices can be retrieved on-demand without waiting for automated downloads. Step 1 Action: From the GetMyInvoices dashboard, click on �Companies & Portals� in the left-hand menu. Notes: This opens the list of connected portals from which invoices can be fetched. Step 2 Action: Click on the credentials of the online portal you want to manually import from. Notes: Selecting the correct portal ensures that the fetch process targets the intended account. Step 3 Action: In the pop-up window showing portal details, under �Actions,� click the rightmost button labeled �Start Fetch Process Now.� Notes: This initiates the manual import of all new documents from the selected portal. Step 4 Action: You may close the pop-up window while the manual fetch runs in the background. Notes: A notification will be sent once all new documents have been successfully fetched and are available for processing.
GetMyInvoices gives you the flexibility to customize how often you would like to download your documents. It allows you to change your document import schedule, choose which days of the week and specific times of the day to import, and run document imports on demand as you wish. Want to free up your weekends? Set GetMyInvoices to only allow invoice imports and processing on weekdays. Need to travel for a week? Schedule your document imports based on the frequency you�d like while you�re away. You have the option to restrict download intervals depending on your company setup � choose to download only during office hours or at certain times of the day. By default, documents are downloaded from online portals every 7 days.
Connect email account: Start at Connect e-mail account in Help Center and choose provider. Support for Gmail, G-Suite, Microsoft Exchange/365. Configure forwarding or API based connections depending on provider.
Guide how to connect G-Suite to GetMyInvoices: follow steps in the G-Suite connection article to enable API access or forwarding and grant required permissions.
Instructions to connect a Gmail account: use OAuth flow or forwarding depending on settings. Follow the Connect Gmail article for step-by-step.
Connect Microsoft Exchange/365 with guidance including handling forwarding blocks. See Exchange article for details on setup and common issues.
Central mailbox article explains what the central mailbox is and how to use it as a shared inbox for collecting supplier invoices centrally.
Mobile app for scanning paper receipts and uploading them to GetMyInvoices. Steps: install app from App Store/Play Store, log in with GetMyInvoices credentials, scan documents, OCR processes data.
How to connect the Scan app to your GetMyInvoices account. Follow the connect instructions in the Scan App article.
Instructions for scanning paper documents with the Scan app and uploading to GetMyInvoices. Use camera, capture, confirm OCR extraction, sync.
Overview of export integrations and synchronization accounts. Configure export accounts to connect to DATEV, sevDesk, lexoffice, Fastbill, and others. Use sync settings to choose which documents to export.
How to add a synchronization account: Go to Synchronize / Export accounts -> Add -> choose provider -> enter credentials and mapping settings.
Explanation of synchronization process, schedules, status, and logs. Use manual sync to trigger immediate export when needed.
Can select which documents are synchronized with export accounts via filters and export account settings.
If you need to synchronize invoices immediately, use the manual sync function or trigger sync from the Synchronize page.
Manage documents article covers document list, metadata, tags, download, delete, and batch processing. Use search and filters to find documents.
Explains how search works, searchable fields (vendor, invoice number, amount, date), and tips to improve results.
Explains scheduling/intervals for document retrieval from portals and sources; set retrieval interval when connecting portal.
What is the GetMyInvoices Banking module and how it works to match transactions and invoices, rules, CSV uploads, PayPal/Stripe connections.
How to link banking info: connect bank accounts or upload CSVs, configure rules and exclusions to reconcile transactions.
Banking rules and how they work to automate assignment and reconciliation of transactions.
Guide for uploading CSV bank statements to create a custom bank account export and mapping columns appropriately.
Article about data protection and security practices in GetMyInvoices. Includes security measures and policies.
General info about GetMyInvoices and its use for tax consultants and clients, account models and billing.
Account settings article: change account information, user management, roles and permissions.
Text recognition / OCR article: how OCR extracts invoice data and common correction steps.
Manage tags for documents, tag templates, and using tags in filters and sync rules.
Evaluations, reports and analytics available in GetMyInvoices to get insights on spend, top vendors, and document counts.
How to mention users in workflows to start conversations and notify reviewers. Use @username in workflow comments.
Guide to connect a credit card in Banking: select online-banking login, choose country, bank, set start date, enter credentials, select card.
Mobile app overview: scan receipts, OCR, upload, app available on iOS and Android.