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How to use CostPocket with ERPLY Books?

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Travel and expense report

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How to make reports?How to add daily allowance?How to create a mileage report?

General

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How do change/add users or administrators?How to cancel our subscription?How does CostPocket archive documents?How to change cost types?How do change the Costpocket invoice recipient?How secure is our environment?How to start using CostPocket?How to choose pricing?How to take a picture of a very long receipt?How to use CostPocket? (for regular users)

integrations

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How to start using CostPocket with Merit Aktiva?How to use CostPocket with Briox?How to use CostPocket with Telema eFlow?How to use CostPocket with ERPLY Books?How to use CostPocket with Directo?How to start using CostPocket with Visma Fivaldi?How to start using CostPocket with Paytraq?How to start using CostPocket with Microsoft Dynamics 365 Business Central?How to start using CostPocket with Standard Books?How to integrate with Standard ERP?

Digitization

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What is robot digitisation precision?How long does the digitisation process take?What are different options for digitisation?How does digitisation work?

App

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How to digitise receipts?EXPRESS MODE: How to quickly submit lots of receipts?How to use CostPocket without accounting software integration?

For accounting companies

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Should the accounting firm or company owner register the company?Do you have any discounts for accounting firms?How to get only one invoice for all of my clients?How to remove company under accounting company subscription?HOW TO START USING COSTPOCKET AS AN ACCOUNTING FIRM?

Sending invoices from email to CostPocket

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How to digitise documents from email?

E-invoices

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Can I receive e-invoices with CostPocket?

About CostPocket

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What is CostPocket?How does CostPocket robot digitisation work?- Types of digitisable documents - Detectable data fields - Document digitisation speed CostPocket robot digitisation precision CostPocket environment security

Starting with CostPocket

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Environments: Android and iOS apps, web app, cloud Registration Join a company Add another company

Setting a company account

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Set invoice recipient Receive e-invoices Add and manage users Select a pricing plan Expense reporting setup - Manage expense types - Express mode: the quickest way to submit receipts

Using CostPocket

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Single expense submission Submitting very long receipts Submitting mileage, travel, and expense reports Submit documents by email

For accountants and accounting agencies

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Discount for accountants Single invoice for multiple client accounts Registration of client accounts Removing a company under accounting company subscription

Frequently Asked Questions

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How long does CostPocket archive documents?How to cancel the CostPocket subscription?The app freezes. What to do?

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