Summary:
After the integration, the workflow is as follows: The open items from GetMyInvoices are loaded into COMMITLY automatically. This saves you the export and import of CSV files as a first step.
In COMMITLY, "MATCHING" searches - automatically or manually - for inflows or outflows that fit the open items. These can then be marked as paid.
Because the open items are marked as paid, the Forecast changes accordingly.
By linking COMMITLY with your GetMyInvoices account, your open items are automatically transferred into the liquidity planning.
After the integration with GetMyInvoices, the outstanding payments are shown in a clear list. Overdue invoices are detected automatically and marked in red.
The status of the invoices is also shown in color and can be handled flexibly.
What do I need to do in GetMyInvoices?
First, click your user at the top right and select API Access.
There you will find information about your API token.
Create an API key and copy it.
What do I need to do in COMMITLY?
Click the "Add-ons" menu item.
Click "Connect GetMyInvoices" there.
Enter the copied API token here.
In the "Open Items" menu, you can now sync your account by clicking "Load GetMyInvoices invoices".
