Use the concrete account and payment to determine the suitable receipt path for Connects invoices.
Start freeHow it works
For this public portal candidate, check the applicable path for your account and payment: inbox, forwarding, or the provider portal where available.
Use the concrete account and payment to determine the applicable receipt path for this public portal candidate.
The receipt is linked to the right transaction and is ready for your monthly package, DATEV export, or accountant link.
Provider-specific collection
For Connects, we determine the appropriate retrieval method based on the specific document and account.
belege.ai starts with the bank payment, then searches specifically for the matching Connects receipt.
Payment first
Open bank transactions form the work queue. The agent sees which payment still needs evidence instead of making you search portals and email folders.
The system looks for the receipt that fits the amount, date, counterparty, and context of a concrete payment.
The PDF, receipt date, amount, and payment context stay together for the monthly close and accountant handover.
If the original document cannot be found, the transaction remains traceable instead of being silently filed away.
Frequently asked questions
For this public portal candidate, determine the applicable collection path from the concrete account and payment. Depending on the provider, that can be email, forwarding, or a portal.
The agent keeps the payment open, waits for the receipt, and tries again. If the original receipt cannot be found, belege.ai can propose a documented self-receipt as a fallback.
Yes. The receipt is matched to the relevant transaction and can be included in the monthly package, DATEV export, or a login-free accountant link.