How-to

How to get your Email Forwarding Address for Zoho Books

Quick recap: You can set up Email Forwarding with your recognized documents to your preferred accounting software. Read more about that here.

This post is about retrieving your forwarding email address if you are using Zoho Book.
(We also covered Xero here.)

How to retrieve your email forwarding address

  1. Click on the Folder icon in the Status tab.

2. Enable Auto Scan to retrieve information from emailed documents (There is a monthly limit for the free tier, make sure to check it!)

3. Click Know More under Upload Files via Email, click Enable Now.

4. Edit your forwarding address if needed and click Save.

5. Copy your forwarding email address from the page.

6. Paste the email address to FindMyInvoice’s Settings page.

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What happens after FindMyInvoice automatically forwards the recognized invoices?

  1. Zoho Books will receive the document and process it. It will appear in the Documents Inbox section, with all the processed data fields.
  2. This scanned document can be added to any entity within Zoho Books.
  3. Now, in addition to the Add from Desktop and Add from Cloud options, you will see an Add from Documents option when creating a new entity.

Source: https://www.youtube.com/watch?v=h3fBIxNwiqw

PS: There is also a guide on Zoho’s site, but the video sums up all you need for basic setup. https://www.zoho.eu/books/help/documents/Documents.html

– Virag

 

How-to

How to get your Email Forwarding Address for Xero

Quick recap: You can set up Email Forwarding with your recognized documents to your preferred accounting software. Read more about that here.

This post is about retrieving your forwarding email address if you are using Xero.

How to retrieve your email forwarding address

You can find the Xero bills email address on any status tab in the Purchases screen.

  1. In the Accounts menu, select Purchases.
  2. Select any status tab.
  3. Click Create bill from email.

Create bill from email button in Purchases

4. Click the email link to copy your unique bills email address.

Unique bills email address

5. Paste the email address to FindMyInvoice’s Settings page.

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What happens after FindMyInvoice automatically forwards the recognized invoices?

  • Xero will automatically create and attach the PDF to a draft bill.
  • If you’re in the Premium beta group and Xero is confident when reading the PDF bill, some fields, such as the Contact, Date, Total, Due Date, and Reference fields, may automatically populate.
  • The draft bill is set to Tax Inclusive, which overrides any organization or contact defaults that are set.
  • Check any automatically populated fields, indicated with a Image of the lightning bolt icon for email to bills. icon, against the open PDF beside the draft bill to confirm details are correct.
  • If the PDF is a scanned copy or an image, details in the PDF aren’t automatically populated, but you can enter the details using the side by side view.

Source: https://central.xero.com/s/article/Email-PDF-bills-into-your-Xero-organisation

– Virag

 

features

Setting up Email Forwarding with your Accounting Software

As you may have seen in our email update or most recent blog post, we have introduced a new feature that makes your record-keeping and accounting processes even smoother. It’s called Email Forwarding.

Many accounting apps, like QuickBooks, Xero, Quicken, FreshBooks, Wave, Zoho Books, and more, are all able to receive and further process forwarded documents. This simplifies your accounting flow even more.

Getting set up isn’t complicated, although there are a few steps involved. I’ve collected all of the latest information, as of November 2018. All you need to do is follow the steps below.

Firstly, you’ll need to retrieve your Email Forwarding address from your accounting software. They all call it something different. In the following descriptions, we will use the terms used by each specific accounting software.

How to get your Email Forwarding Address for Xero
How to get your Email Forwarding Address for Zoho Books
Other accounting software how-tos are coming soon.

Once you have your Email Forwarding address from your preferred accounting provider, you can easily set it up through FindMyInvoice.

  1. Go to your FindMyInvoice Settings. Wherever you are in your Gmail or G Suite account, you can find our Settings by clicking on the Find My Invoice button on the status bar.

Screen Shot 2018-11-21 at 3.18.21 PM

2. On the Settings page, scroll down and search for “Email Forwarding.”

3. Select the “Forward” option and enter the email address you retrieved from your accounting software. Save all changes.

4. Great. You are all set! Enjoy building your business while we deal with finding and forwarding all of your invoices on your behalf.😉

 

– Virag

PS: If your favorite accounting software is not listed above, email me at virag@findmyinvoice.com There are always ways and means of getting you connected to FindMyInvoice!

features

New features for October

Last month, I spoke with many of our users to determine how FindMyInvoice was working out for them so far, and more importantly, how we can make it better.

So, on that note, here’s what’s new:

→ Settings page enabled: You can now change your upload settings – including folder structure, folder naming, and file naming.

→ Invoice forwarding: You can set a dedicated email address to forward all your recognized invoices to. For example, why not set up QuickBooks email forwarding method? All recognized invoices and receipts will be added to your books. I’ll publish a post here soon on how to set up your email forwarding with some of the most popular accounting apps around.

→ Tell your friends about FindMyInvoice: We’ve added an easy way to recommend FindMyInvoice to your friends. In the top right corner, you’ll now find three share buttons.

→ Vendor Avatars: In the My Invoices menu, you can now see the avatars of your vendors for easier recognition.

→ Quick access to FMInvoices folder: In the My Invoices menu, there is officially a shortcut to your folder. Look for the folder button below the blue area.

→ Last but not least: Everything just got a whole lot faster and smoother in the background, to better handle all of our old and new users.

There are many other features on our list, based on the feedback from our interviews. Some of these will roll out this week, while others need a little more time to build. In the meantime, feel free to reach out if you have anything on your mind regarding what we can do to make your workflow more hassle-free and smooth than ever before.

– Virag

Troubleshooting

When your Invoice is syncing to Google Drive…

FindMyInvoice recognizes and neatly stores your invoices. The storing part is a little tricky, we are only allowed to upload your documents one-by-one. We call it syncing, and you can track the status of your documents in the My Invoices tab. Just look at the cloud icon in each line: if it is grey, we are still working on it; if it is green, your document is already synced.

If you ended up here by clicking one of our buttons in Gmail: we are still working on uploading your document to Google Drive. Once it is uploaded, the button right next to your email as well as the green cloud icon on your My Invoices tab will take you to the uploaded document.

To make up for the wait, here is a cute puppy for you.

animal-dog-husky-69433

If you need any further help or your documents are not syncing to your Drive for over a day, feel free to contact us via support@findmyinvoice.com!

– Virag