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

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.

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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