Automatic 2FA Retrieval for Invoice Collection from Online Portals

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.