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enova365 (CSV)

Enable connection with enova365 for effective and easy expense document submission. Digitise your expense documents, export them from CostPocket and upload them to your accounting software.

Before you begin

Set up an account with CostPocket and register your company following these tutorials:

Enable enova365 integration in CostPocket

Go to CostPocket > Settings > Accounting software integration > choose enova365 CSV > enter the email address to which you would like to receive Excel reports > click Activate.

How to digitise documents and reports in CostPocket

Learn more about digitising documents and reports in our tutorials here:

How to export documents from CostPocket

Expense documents can be exported using reports. Add your documents to a report > submit the report

You will receive an email from CostPocket containing the CSV file (and a PDF report) you need to import into enova365.

Enova365 CSV file email from CostPocket.

How to import documents in enova365

Go to enova365 > Ewidencja dokumentow  > Dokumenty > Czynnosci > on Import z pliku to open a window where you can upload the CSV file.