How to start using CostPocket with Merit Aktiva?

Connect CostPocket with Merit Aktiva for efficient and easy expense document reporting. Create expense and travel reports, submit receipts and invoices directly to the accounting software.

Learn more about Merit Aktiva here:  Merit Aktiva website

1. Log into Merit Aktiva 

2. Choose the company you would like to integrate with CostPocket

3. Go to Settings -> Settings of e-invoices and other integrations

4. Scroll to the bottom of the page and press the Activate button for CostPocket

You have now connected your Merit Aktiva with CostPocket.

5. When you first log into CostPocket (download our iOS or Android app, or use the Cloud), use the same email address you use in Merit Aktiva. 
Our system understands that you started your sign up from Merit Aktiva and you will be added as an administrator to the company. After logging in you will be able to add users.

In case you registered your company first in CostPocket, follow the same integration steps as above to connect Merit Aktiva and CostPocket.

Documents can be sent to Merit one-by-one (invoices) or as reports (expense reports or travel reports). Learn more about creating and submitting documents and reports in our tutorials here:

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

All the documents and reports will be sent to Merit Aktiva under Purchases -> Unapproved invoices.

There you will see the list of submitted documents:

Document view when opened: