2. Download mobile app, take pictures of your documents
Go to your account settings.
1
Find Mobile app settings.
2
Upload mobile app from google Play Store
search for CashDirector doc scannner or com.cashdirector.doktransfer
3
After app installation, you can immediately start taking pictures of your invoices - click "connect later"
4
Add documents using Add Expense button
5
Take pictures of invoices, receipts but also other documents you want to share to accountant
6
To have photos of your documents in INBOX digital archive - connect your app with CashDirector platform.
In Settings / Mobile app click "Generate Code"
7
On your mobile device press the "Scan QR code" button and scan the code on the screen of your computer.
8
A confirmation of a successfull upload will apear under your invoice should everything go successfully.
9
Photos of documents will be automatically uploaded and available in INBOX digital archive.
10
Photos marked as invoices will be available to your accountant for download or import.
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