Miten käytän CostPocketia Directossa?
Lataa CostPocket app:
Web app (selainpohjainen käyttöliittymä)
Create an account and register your organisation.
Set up integration between CostPocketi and Directo:
Go to settings and open up integrations, choose Directo from there.
*Where to find Directo's email aadress?
Directo inbox address is your [email protected]. You can find it from your Directo URL, it is after the word “ocra_”. After finding it you need to add a ending, what is @data.directo.ee. In this example it is: “[email protected]“
Copy this email address and paste it to CostPocket under Directo integration “Directo inbox”
How to use it:
Documents can be sent to Directo one-by-one (invoices) or as reports (expense reports or travel reports).
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 "Report Ready" button and this report will be forwarded to Directo.
All documents (invoices, receipts and reports) will be sent to Directo under Document transport
It is possible to create purchase invoice, create expense or create stock receipt.
Review all the receipt date, enter the journal and choose a payment condition.
Original pictures will be on the right
You can also forward invoices from your email, each company has an email address under settings, just forward documents there:
It is also possible to forward receipts to your report:
