By integrating your email account with Jack, you no longer need to manually upload invoices and receipts on the Jenesys WebApp. Jack will auto-fetch invoices and receipts from your inbox and upload them directly so that Jack can begin working.
There are two ways to connect the Gmail Fetch feature:
Dashboard
Note: This will only be available to client users, not Accounting Practices users*
Settings > Connections
1. Click the 'Connect' button on the dashboard OR 'Settings' and then the 'Connections' tab.
2. Select the 'Manage' button within the Gmail option.
3. Click 'Connect'.
4. Consent to Jack OR choose your preferred Gmail account to continue.
5. You will be asked if you want to fetch previous emails and, if so, for what time period.
Note: For this Guide we selected the 'No' button.
6. Gmail will then be successfully integrated and you will be redirected back to the 'Settings' page.
