How to use CostPocket with Telema eFlow?
It is possible to send documents to Telema eFlow both individually and as a report (expense and travel reports).
Each company has its own e-mail address where documents can be sent from e-mail (for example: invoices, Bolt, Uber, Amazon, Fb, etc.)
Getting started
Download our app:
Create a user and register a company
To create an integration between Telema eFlow and CostPocket, write to us ([email protected]).
How the integration works:
This is what the app looks like when you log in for the first time
To submit documents, press “Take a photo” and take a photo of the receipt, then the app will ask you some questions (reimbursement - expense type - comment).
After 4 clicks, you can now choose whether you want to send this document directly to Telema eFlow or add it to a report. If you press "CONTINUE WITHOUT ADDING TO REPORT", the document will be forwarded to Telema:
Most companies want to send reports to Telema. By clicking on "CREATE NEW REPORT" or add to an existing report, you can create an expense report or travel report from the CostPocket app.
If you go to "CREATE A NEW REPORT":
Expenses incurred in day-to-day operations are included in the expense report.
Documents are added to the travel report if you are outside Estonia (in some companies, travel within Estonia is also considered a business trip).
Travel report:
When the report is complete, click the "Submit report" button and the report will be forwarded to Telema eFlow.
Sending documents by e-mail: If any documents have been sent to you by e-mail (Bolt, Uber, accommodation, etc.).
You can find your personal CostPocket email under settings:
If you want to attach a document to a report, open that report and an unique email address will be created for you to forward the documents to (for example: [email protected]):
Documents in Telema eFlow:
The images are in the PDF file:
