story

FindMyInvoice is joining PAVR.co

As of Nov 12 2019, FindMyInvoice is joining PAVR.co’s extension line. PAVR’s founder, Derek Szeto ensures current and future customers of FindMyInvoice that they will be treated fairly and honestly, their data and privacy will be protected and they will be provided with a well-functioning service. 

 

Future plans for FindMyInvoice include improvements in its current core features and technologies as well as adding new features based on user requests and behavior. PAVR’s goal is to continue making FindMyInvoice a helpful tool for entrepreneurs, small business owners and freelancers in need of book-keeping assistance.

 

Founders Virag Reti and Andras Simon thank all users for supporting FindMyInvoice’s journey so far and will help with a smooth transition of FindMyInvoice for an uninterrupted service.

 

About PAVR.co: Founded in 2012, PAVR.co is a Technology, eCommerce, and Startup consultancy for new ventures and innovation projects at established companies as well as a developer of several of its own software products, including the Netflix Hidden Categories extension that allows over 4000 Chrome and Firefox users to search thousands of categories that are hidden on Netflix. 

 

Company information:
Derek Szeto, Founder
2341015 Ontario Ltd., an Ontario, Canada Corporation d.b.a. PAVR.co
120 Glendora Ave
Toronto, Ontario, Canada, M2N 2W2

data

About Our Access To Your Data

We understand that your email inbox and your Google Drive are sacred places that need safeguarding. Here is how and why we access them in order to help your bookkeeping workflow.

  • Who are you guys and what is FindMyInvoice?

FindMyInvoice is a Gmail extension that saves you time by organizing and tracking incoming invoices, bills, and statements. FindMyInvoice ensures your documents are saved and organized – automatically.

We are a husband-and-wife couple, engineers by education, entrepreneurs and founders by experience. We have built multiple products together and recognized the need of a tool like FindMyInvoice through our own everydays in business. More about us…

  • What permissions we need to work?

When you first connect your Gmail or G Suite account to FindMyInvoice, we will need profile, email, openid, drive and gmail.readonly permissions. These are called scopes.

profile

Google’s description: View your basic profile info

email

Google’s description: View your email address

openid

Google’s description: Authenticate using OpenID Connect

These three scopes are used to identify you through Google Sign-In. According to our Privacy Policy, we may also use your email to send you technical notices, updates, confirmations, security alerts, to provide support to you or tell you about other products and services that we think might interest you, or to respond to your comments or questions.

../auth/gmail.readonly

Google’s description: View your email messages and settings

../auth/drive

Google’s description: See, edit, create, and delete all of your Google Drive files

These two scopes are also used side-by-side.

We need a read-only access to your emails to be able to recognize your invoices/bills/statements among them. This way, every time you receive a new email, FindMyInvoice decides if that email contains an invoice/bill/statement or not based on your previous choices. Our algorithm is flexible, so when you sign up with a new vendor, you can mark it as an invoice anytime and it can be recognized later – every time.

When FindMyInvoice finds an invoice/bill/statement, it will figure out if the document is in the attachment or the email body itself. In the latter case we convert your email to a PDF document. These documents are then uploaded to your newly created FindMyInvoice folder in your Google Drive. You can also add other Google Drive folders for PDF uploads.

Another use of the ../auth/drive scope is creating a spreadsheet based on the list of your invoices to your Google Drive.

Despite Google’s scary-looking description, we do not intend to see, edit, create and delete all your Google Drive files: we take all necessary precautions to limit our access to as little as functionally needed to make FindMyInvoice work. We only add files to your FindMyInvoice folder or other folders you specifically added for uploads and we only add designated spreadsheets to your Drive’s root folder.

  • What about Dropbox?

We support it, but you have to explicitly give us access to your Dropbox. (Just click on the arrow next to the Invoice Group you want to upload (eg. Default) and click “+Add new action”. There you can select “Upload to Dropbox” as action type. We need you to log in to your Dropbox Account when it is asked, and you are ready!)

We will then add PDFs to a newly created FindMyInvoice folder under Dropbox > Apps > FindMyInvoice.

We have App folder permission on your Dropbox which means that FindMyInvoice gets read and write access to this folder only.

Please contact us (support@findmyinvoice.com) if you have more questions. We would like to make sure you are thoroughly informed so all questions are welcomed. We will update this post as needed in the future.

– Virag

features

Big batch of new features released in Feb 2019

You asked and we listened. We have been extremely focused on building great new things based on user feedback and feature requests.

Here is what’s new:

→ Upload to Dropbox: FindMyInvoice allows you to link your Dropbox account and store the recognized documents there.

→ Price detection: we can detect the total amount of your invoice and show it on the sidebar menu as well as in any generated spreadsheet. (Works with USD only for now.)

→ Spreadsheets: you can add a Spreadsheet to your invoices, which means we automatically generate a spreadsheet with dates, sender (vendor) and amount. It’s super easy to just add a few notes to this and share it with your accountant!

→ Invoice Groups: you can now separately collect invoices for your business, your home finances, your side project and your second side project … Each group can have its own rules for cloud upload, email forward and spreadsheet creation.

And again, everything got a bit better in the background. Document syncing got faster and invoice recognition got smoother.

We would like to make FindMyInvoice as useful as possible for you. Please reach out if you have anything on your mind what we could do about making your workflow more hassle-free and smoother.

 

-Virag

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