If you already create your invoices via the cloud invoicing of Eenvoudig Factureren, you can easily receive all these invoices in OkiOki.
Go to the settings of your Eenvoudig Factureren account and click on the tab 'E-mail settings'.
If you have indicated in your settings to send your invoices via your own mailbox (GMAIL) and you have also linked this mailbox with OkiOki, you're already done. As OkiOki picks up every outgoing invoice that goes out via your own mailbox.
However, if you chose one of the options:
You can make sure your invoices are delivered to OkiOki via the backup e-mail address. Just paste your personal OkiOki e-mail address (which you can find under 'Preferences > OkiOki e-mail address') in the 'Backup e-mail address' field of Eenvoudig Factureren. From now on, every invoice that is sent from Eenvoudig Factureren will also arrive in OkiOki.
Easy-peasy, isn't it?
For the moment we are not yet integrating with Peppol. But this is part of our roadmap. For incoming as well as outgoing invoices.
OkiOki can fetch documents automatically from a mailbox or a cloud storage folder. And you can always manually add document to OkiOki by snapping a photo, uploading a digital document or sending a document to your personal OkiOki email address.
OkiOki integrates with Gmail, Outlook, Yahoo, iCloud/me/mac.com, Telenet, Proximus, Scarlet, Skynet, Mail.be and with every mailbox that supports an IMAP connection.
You can add any document to OkiOki that you would like to have available instantly and/or share with your accountant. OkiOki wants to be your one-stop-shop for your financial documents. This includes contracts, agreements, tax statements, …
We only track your email account from the moment you link it to OkiOki.
We are not going to search in the mailbox in the past, so as not to incur too many costs because of docs that may no longer be needed (because already delivered to the accountant in the past way).
The best way to get those into OkiOki is to forward them to their OkiOki mailbox ( XXXXXXXXXXX@okioki.app ).
Your bank will credit your account with bank costs or debit your interest.
There is no document to support that.
So to mark this as done:
There are multiple ways to get you outgoing invoices in OkiOki today:
Btw, by getting your outgoing invoices into OkiOki, she will follow-up on their payment status. Because every unpaid invoice will be missing a transaction. And OkiOki keeps track of that for you.
When nothing appears on your task list, it is because the start date of your task list is set by default to the day of your registration with OkiOki.
You can change the start date of your task list via:
OkiOki converts your documents in real digital invoices (UBL's as they are called) and sends them directly to your accountancy (software). Via your personal accountancy email address or FTP.
No. OkiOki uses her own intelligence to decide which emails and documents are relevant for your administration. Try her out. You will see that she's quite good in doing this. There are however two ways to 'push' a document to OkiOki:
Both are possible:
If your banks sends you your statements digitally (PDF) you can add them to OkiOki in one of the following ways:
Once OkiOki has auto matched a document with a transaction she sends it directly to the accountant. In case your input is needed, and the document is put in your to-do list, she will only send it if you 'accept' the document by reviewing it. Allowing you to delete a document before it goes to your accountant.
Yes. Good question. Lots of suppliers expect you to login in their website to go and download your invoice. Think about Acerta, Engie, Partena, Proximus, Velocity, … OkiOki will relieve you from that hassle as well. If you store your username and password in OkiOki, then she will go and fetch your invoices on their portals. This is one of OkiOki's key strengths today. Note: OkiOki is built with the most recent security best practices, credentials you store in OkiOki are only available to the app and to you, even the support team cannot access them.
Yes you can. There are three ways in doing so:
OkiOki can process the following file types: bmp, gif, jpeg, pdf, png and tiff.
Depending of your OkiOki license, 25, 70 or 200 documents per month are included as a standard. When you go above that number then there is a cost per document that will be invoiced. But there is no physical limit. You can manage as many documents in OkiOki as you'd like.
Nope, there is no size limit. But be aware that large files take more time to upload, so they may affect OkiOki's performance.
You can download your documents at any time. OkiOki allows you to download your document-archive by month, quarter or year. And hey, you will receive them in both the PDF and UBL (digital invoice) formats.
For that you can use a recurring transactions automation rule. To do that:
This way all transactions with that counterparty are automatically kept out from your todo list.