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