Via Doccle, you can automatically and systematically forward all your documents to your accountant or accounting software.
Your accountant does not need a Doccle account; the only requirement is that the accounting software can receive documents via email.
During the setup process, you can choose which Doccle senders you want to automatically forward documents from.
It is also possible to select your Peppol connections for incoming and outgoing invoices.
Documents that date from before the activation of the connection are not included, but you can always forward them manually from your Doccle account.
You can follow these steps to get started:
-
Go to the Connections page and choose Connect to your accounting on the bottom right.
If you're using the Doccle app, tap + Add at the bottom of the screen and choose Connect accountant. -
Then tap Connect accountant at the bottom.
-
Enter your company details; these will be automatically recognized while typing. If not, you can enter the information manually.
-
Enter the email address of your accountant or accounting software and assign a name of your choice to the connection.
-
Select the senders (including Peppol) whose documents you want to automatically forward to your accountant or accounting software.
-
Review the details to make sure everything is correct and tap Done.
⚠️ Attention:
If your accounting software uses different email addresses for incoming and outgoing invoices, you need to follow the procedure twice. In that case, you can also assign a distinctive name to each connection, such as “incoming/outgoing invoices” or “purchase/sales invoices.”
Frequently asked questions:
- How do I create a Doccle-account for my company ?
- How do I share documents with my accountant when I do not yet have the Doccle app ?
- Can I share documents with my accountant when there are no companies connected to my Doccle account ?
- How can I modify or stop the sharing with my accountant ?
- Can I share documents with multiple accountants ?