Efficient document submission is crucial for smooth accounting operations. At Confidentum, we’ve implemented several methods to make this process as seamless as possible. Here’s a comprehensive guide on how to submit your invoices and documents effectively.
1. Dedicated Email for Document Submission
For submitting invoices and documents, use our dedicated email. This email is automated and exclusively for document submission. No accountant reads these emails directly; instead, documents sent here are automatically uploaded to our system every hour for processing.
2. Cloud File System Sync
If you already use a cloud file system for your documents, we can set up an automatic one-way sync for new documents. This ensures that all your documents are consistently updated in our system without any manual intervention.
3. Shared Dropbox Folder
We offer the option of using a shared Dropbox folder for easy document exchange. This method is particularly useful for teams that frequently collaborate and need a centralized location for document storage.
4. Dropbox Upload Link
For those who prefer a more straightforward approach, you can upload documents directly via a web browser using a Dropbox link. This method is quick and user-friendly, making it ideal for occasional submissions.
5. Project Management System
You can also upload documents to our project management system. This can be done via monthly document request links send in email or through permanent access to client portal, ensuring that your documents are always accessible and organized.
6. Receipt Apps
For easy receipt submissions, use the CostPocket app or the Dropbox receipt scanning app for mobiles. Both apps simplify the process of capturing and submitting receipts, making them convenient options for on-the-go documentation.
By utilizing these options, you can ensure that your documents are submitted efficiently and processed promptly. If you’d like to use any of these options or need further assistance, please let us know. We’re here to help make your document submission process as smooth as possible.