Thanks to the portal, you can easily transmit all your documents to your accounting office.
4 possibilities are available :
via the Scan application (Windows compatible only)
via email, to a specific address
via the “My invoices” widget
Sending documents with Scan (Windows only)
As described in the online help of the Scan application, you have 2 possibilities to send documents from Scan:
“Scan” your documents from a compatible scanner: once your scanner is selected in the application configuration, click on the “Scan” button to scan your documents.
or drag and drop a document in PDF or TIF format from your computer.
Once the documents are in Scan, drag and drop them in the desired folders according to their type: purchase, sale, bank…
Click on “Send” to send your documents.
Send invoices by email
As described in the “How to send documents by email?” article, when you receive an invoice by email or you have the document on your computer, you have the possibility to send it to your accountant directly by email, via a specific address attached to your folder.
To obtain the email address, connect to your portal, and click on the widget “Documents via email”.
Select your company, then retrieve the email address present in the “Send your invoices” block.
All you have to do is send an email with your PDF invoices attached, indicating the name of the destination book in the subject line (purchase, sale, bank… – for more information, please contact your accounting firm).
Sends document with the “My Invoices” widget
Thanks to the “My Invoices” widget on your portal, you can send your invoices with a simple drag and drop.
Select your folder, as well as the journal in which to send your invoices (purchase, sale, bank…).
Then drag and drop your PDF invoices into the widget, or click to open your file explorer.
Validate your sending by clicking on “Send”.
