ERPLY Books integration

Connect CostPocket with ERPLY Books for effective and easy expense document submission. Digitise and forward expense documents to accounting quickly and easily, without losing them.

Before you begin

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

Registration
Join a company
Add another company

ERPLY Books homepage

As previously mentioned, expense documents can be sent into ERPLY Books system using e-mail. Each enterprise has its own unique e-mail address through which documents get imported into ERPLY Books system.

You can find your companies e-mail address by going to the "SETTINGS" and opening "Configuration".

In the screen that opens, scroll to the "Email" section.

Under General Settings, you'll see your organisation's email address, then click "Copy":

Download the CostPocket app:

iPhone

Android

Web app (can also be used with a computer)

Create a user and register the organisation on CostPocket.

Go to settings, select "Integrations", look for "ERPLY Books".

You must enter your company's ERPLY Books e-mail there:

Documents can be sent to ERPLY Books both individually (for example, invoices) and in a report (expense and shipping reports).

CostPocket has 2 different reports (cost and travel report):

1) Add the necessary information to the report:

Expense report:

Travel report:

2) Add all the necessary expense documents to your report.

3) When the report is complete, click the "Submit report" button and this report will be forwarded to ERPLY Books.

1) Go to "PURCHASES".

2) Click on "Purchase Inbox".

3) You will see a list with all of the submitted documents. Click on "Create Invoice".

Make the necessary actions and click on the "Save" icon when you are done.

Make the necessary actions and click on the "Save" icon when you are done.

On the right, you can scroll down to see pictures of the receipts and invoices.