Getting started with your Envoice account

Welcome to Envoice! 

Whether you are a growing business managing your own expenses or an accounting firm streamlining workflows for your clients, our platform is designed to make your accounting processes seamless and efficient.

Here is a quick guide to help you get up and running:

1. Connect Your Accounting Software

Envoice works best when it communicates directly with your existing accounting system. Linking your accounting software ensures that your financial data from Envoice syncs seamlessly.

Learn more about How to integrate with accounting software. 

2. Invite Your Team

All Envoice company accounts are multi-user friendly. Invite your team members so they can submit their own expenses, participate in approval workflows, or create sales invoices.

To add users, go to your Envoice account:

1. Settings
2. Users
3. Invite user 
4. Add their details and assign relevant roles

Learn more about How to invite users

3. Submit Your First Bill or Expense

Depending on how you use Envoice, you can start submitting your company's purchase invoices or your expense receipts so our system can automatically extract the data.

• For purchase invoices: Forward documents via email, upload them directly, or use cloud sync. 

  • Learn how to submit purchase invoices

• For receipts & expenses: Snap pictures of paper receipts on the go with our mobile app, or upload your files directly to the web. 

  • Learn how to submit expenses

4. Take a Tour of your Account

Envoice is a powerful tool for automating your entire accounts payable and expense process. Check out these quick guides to see what else your account can do for you:

• How to set up Approval Workflow
• How to create Expense Report
• How to get started with Sales invoicing

Need help?

Our Support Center is full of articles to ensure any information you need is right at your fingertips. 

If there's anything else you'd like help with, reach out to us anytime at support@envoice.eu or chat with us directly inside the Envoice app on the bottom right corner using the chat bubble. 

Enjoy paperless bookkeeping!