How to start using CostPocket with Standard Books?
Setting up integration with StandardBooks:
Activating the CostPocket service in Standard Books 8. Go to module System> Settings> Cloud service settings> Other services
The settings window shows a list of different services. Click the "Activate" button next to Costpocket.
Email - Email address you are using with Standard Books. CostPocket admin will be same email address.
Company reg. No - The company registration number.
Name and surname - First and last name of the User.
If the company registration number with the same name was not registered in the CostPocket environment, a new company account is created using the registration number set in the Standard Books program. A "token" or unique connection key is also generated, which is used to link the Standard Books program and the CostPocket account.
Congratulations, you have now activated the CostPocket service.
You can download our app:
Web app (can be used with computer)
When you first open CostPocket service, use the same email address you use in Standard Books. After adding email there go to 'CONTINUE'.
If your email provider is Microsoft or Google, you can log in with "Sign up with Google" or "Sign up with Microsoft". For creating a new password click “Create a password”, and after that go to email to confirm it.
Congratulation! Welcome to paperless accounting!
How to use it:
Documents can be sent to Standard Books one-by-one or with reports (expense reports and travel reports).
Go to settings > Advanced settings > Use reports
One by one - all documents are immediately forwarded individually to the StandardBooks module Purchase Ledger> Register "E-Purchase Invoices".
With reports - documents can be sent individually or as reports (expense reports and travel reports). Reports can be found in the Standard Books module Expenses> Register "Expenses".
If you selected the "With reports" option, you'll see the Reports app:
Expense reports include expense documents that are coming from day-to-day operations.
Travel reports are made, when you travel outside from your country (in some companies, travel within your country is also considered a business trip).
Expense report:
Travel report:
Add all the necessary expense documents to your report.
When the report is complete, click the "Submit report" button and this report will be forwarded to Standard Books.
You can also forward invoices from your email, each company has an email address under settings, just forward documents there, these documents will be forwarded to Standard Books:
It is also possible to forward receipts/invoices/files from email to your report:
Documents in Standard Books:
Expense documents sent to Standard Books one-by-one will go to module Purchase Ledger> Registers > E-purchase invoices
Original picture is also attached
Reports will go to module Expenses> Registers > Expenses
PDF attachment:
