Jenesys makes it easy to integrate with three(3) platform types.
Accounting Software: Xero
Communications - WhatsApp
Email Fetch Service - Gmail
After you Log In, click the 'Settings' button on the sidebar. Then click the 'Connections' tab.
Note: If viewing as an Accounting Practice, remember to select a Client via the drop down or click the 'Manage Client' button on the sidebar and then clicking 'Settings.'
Accounting Platform Integration
We integrate end-to-end with Xero, Sage and QuickBooks via a secure API connection, to facilitate the synchronisation of the expense transaction data and documents from Jenesys to your favourite accounting platform.
To integrate your platform, simply click 'Connect' on the relevant accounting platform.
Note: To switch to a different accounting platform e.g. from Xero to Sage. See complete guide here: How to change your default accounting platform.
Email Service Integration
By integrating your email account with Jenesys, 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 it directly for Jack to begin working on.Simply click the 'Manage' button on Gmail to begin the integration.
Communications Integration
By integrating your WhatsApp account with Jenesys, you no longer need to manually upload documents for Jack to work on. A user can send invoices, bills or receipts directly via WhatsApp so that Jack can begin working.
Simply click the 'Manage' button on WhatsApp to begin the integration.
