Do I have to provide a list of all phone numbers and email addresses for Jack to know which client to allocate invoices to?
Hopefully most of the team who will be sending invoices will be have been made a team member on the Jenesys WebApp. When documents get sent into Jack, they are matched against the email address or phone number and allocated to that client.
*Coming Soon* - picking up emails from all clients, into the accountant's mailbox and allocating to clients.
How do I get invoices into Jack?
Invoices can be sent onto Jack in different ways:
Email to invoices.companyname@jenesys.co *Coming Soon*
Send via WhatsApp *Coming Soon*
Upload directly on the WebApp
Fetch from Gmail email accounts
What if my client has multiple email addresses?
Jack can accept invoices from multiple email addresses, as long as we know about them.
My clients used to use an App, how do they get invoices to Jack now?
We thought about creating and App, but didn't want to give individuals more apps to think about and more work to do. So now, with Jack, they can simply email directly or better yet, use WhatsApp or Gmail fetch to send in invoices.
Can Jack read my emails and identify which are expense related?
Yes, Jack makes uses of Gmail and Microsoft fetch functions which allow us to look for expense related emails and attachments only, and then pool them into the WebApp for extraction.
What email address to I send invoices to Jack?