How do I set up my accounting software to receive documents by email?

As explained in our Helpcenter article "How do I send documents to my accountant or accounting software?", Doccle allows you to automatically forward all your incoming and outgoing invoices to accounting software.

In the article below, you’ll discover how to configure your accounting software to receive these documents by email.

📥 Yuki

1. Find your unique email address

• Go to your Yuki company domain.
• Click Settings > Email Settings.
• Under Incoming Email, you’ll find an address like invoices@yourdomain.yukiworks.be

2. Requirements

• Yuki automatically processes email attachments as purchase invoices.
• Only PDF files are accepted and automatically recognized.

3. Use in Doccle

• Use this email address as the destination address when forwarding documents from Doccle.

📥 Billit

1. Activate your email address

• Go to Settings > Incoming documents.
• You’ll find a unique address like companyname@billtobox.be

2. Review your settings

• Choose whether only PDFs are allowed and define how incoming documents should be handled (e.g., auto-processing or approval required).

3. Use in Doccle

• Use this email address as the destination address when forwarding documents from Doccle.

📥 Octopus

1. Find your specific email address

• Log in to Octopus and go to Management > Relations > select your file.
• Locate the email address in the format yourcode@docin.octopus.be

2. Enable email import

• Ensure that the Document Import feature is active.
• Only well-structured PDF invoices are accepted.

3. Use in Doccle

• Use this email address as the destination address when forwarding documents from Doccle.

📥 ClearFacts

1. Find your personal email address

• Go to Settings > Management > File Settings.
• You’ll find a unique address like company@clearfacts.be

2. Configure permissions and workflows

• Choose whether you or your accountant should approve documents before processing.

3. Use in Doccle

• Use this email address as the destination address when forwarding documents from Doccle.

📥 WinBooks (Cloud)

1. Activate Digital Office / WinBooks Connect

• Log in to your WinBooks cloud environment.
• Go to WinBooks Connect and locate your unique email address, such as company@winbooksconnect.be

2. Set up document handling rules

• Define whether documents should be processed automatically or require prior approval.

3. Use in Doccle

• Use this email address as the destination address when forwarding documents from Doccle.

Should there be questions remaining, don't hesitate to contact us via community@doccle.be