Depending on your situation, there are different ways to organise your accounting with Doccle.
Below you’ll find an overview per scenario.
1. You don’t have an accountant
Working with an accountant is not mandatory.
If you don’t use accounting software, you don’t need to set up any connection.
If certain Doccle features ask for an accountant, you can simply skip that step.
2. You work with an accountant or accounting software
In this case, it’s important that all your incoming and outgoing invoices reach your accountant or accounting software smoothly.
First, check whether your accountant has a Doccle Accountant account.
2.1 Your accountant has a Doccle account for Accountants
If your accountant has registered your company, they already receive your purchase invoices.
However, your accountant also needs to share the Peppol connections with you, so that you can:
view and pay your purchase invoices
send your sales invoices via Peppol
Once your accountant shares the connections with you, you’ll receive an email to accept the sharing.
After accepting, all your purchase invoices will automatically appear in your Doccle account.
Would you also like to send invoices via Peppol? Then activate DocclePro via your company dashboard in your Doccle account.
After completing these steps, both you and your accountant will receive the purchase and sales invoices in your respective Doccle accounts.
Haven’t received an invitation from your accountant yet?
Contact them and ask them to share both Peppol connections (Purchase and Sales) for your company.
Did you register your company yourself?
Then ask your accountant to add your company to their Doccle Accountant account. After that, both of you will receive purchase and sales invoices in your Doccle account.
2.2 Your accountant does not have a Doccle Accountant account
In this case, three scenarios are possible to get your invoices to your accountant.
1. Your accounting software works via email addresses
You link your Peppol connections to your accounting software.
How to proceed:
Step 1
Go to “Connections” and click “Connect to your accounting” at the bottom of the overview.
Step 2
Select the company you want to connect.
⚠️ You can repeat this process if you have multiple companies.
Step 3
Enter the email address to which the invoices should be sent.
You can name this connection, which is useful if you have multiple companies or email addresses.
Step 4
Done!
⚠️ Do you use different email addresses for purchase and sales invoices?
Repeat this process twice.
2. Your accounting software does not work with email
In this case, you can manually download your invoices and provide them to your accountant.
How to proceed:
Step 1
Log in to your Doccle account and go to your archive.
Step 2
Select the invoices you want to download by ticking the checkbox at the start of each invoice line.
You can download up to 10 invoices at once.
Step 3
Click “Download” in the panel that opens at the bottom of the screen.
Step 4
The selected documents are downloaded and available in your downloads folder.
⚠️ This process cannot be automated.
3. Your accountant works with Voila by Codabox
In this case, you don’t need to configure anything yourself.
Simply ask your accountant to activate Voila by Codabox.
Voila is a paid service from Codabox, a company connected to many accounting tools, making it easy to transfer documents.
How to proceed?
Contact your accountant so they can set up the invoice flow via Voila.