Add a portal

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.