Using 投寄箱 with 卡什流

投寄箱 是一项云服务,可让您在线存储所有不同类型的文件,这意味着您可以在几乎任何具有Internet连接的设备上的任何位置访问它们。

卡什流 has developed an integration with 投寄箱 that allows you to attach files to customer/supplier records, invoices, and purchase receipts. This can be especially useful if you’ve got a paper document and want to attach a scan of that to your records in 卡什流.

You’ll be happy to hear that setting up 投寄箱 and 卡什流 is easy, painless and should only take a minute or two. You can use a current 投寄箱 account if you are already a subscriber or you can sign up for the free 2Gb 投寄箱 account. You can upgrade to a paid account if you require more than 2Gb of space.

配置

  1. 首先,如果您尚未注册,请在以下位置注册一个Dropbox帐户: http://www.dropbox.com/register – it’s free!
  2. In 卡什流, click 应用
  3. 在下一页上单击 投寄箱设定
  4. 点击 连接到Dropbox 纽扣
  5. You’ll be prompted to log in and give your permission for 卡什流 to access 投寄箱 – click 允许
  6. 请点击 更新资料

You can now upload and view 投寄箱 files in 卡什流.

Once you have connected your 投寄箱 account to 卡什流 you will see that with 投寄箱 you will see a folder called “Apps”将显示,并且在其中将是一个名为“KashFlow”.

请注意: Only one 卡什流 account can be linked to a 投寄箱 account. If you have more than one 卡什流 account you will need to have more than one 投寄箱 account.

Uploading Customer 发票 from 卡什流

如果您希望将客户发票的副本发送到Dropbox,则需要遵循以下说明:

  1. Browse to the invoice that you wish to upload within 卡什流.
  2. 点击“Send to 投寄箱”屏幕顶部的按钮。完成后,您将在屏幕顶部看到一个黄色横幅,表示此操作已完成。

要在Dropbox中查看此内容,您需要从www.dropbox.com登录到您的Dropbox帐户。如果这是您在连接到KashFlow帐户后首次登录Dropbox,则会在“KashFlow”文件夹将自动在名为的文件夹下创建“Customers”.  Within this folder will be another folder labeled with the customer code from within 卡什流.  It is within this final folder that you will see the invoice that you have just uploaded.

When you upload an invoice for another customer, the customer folder will again automatically be created using the customer code from 卡什流.  Any future invoices for these customers will automatically save to their respective folders.

上传到Dropbox的所有报价也将保存在同一客户文件夹中。

Uploading Supplier 发票 from 卡什流

如果您希望将购买发票的副本发送到Dropbox,则需要遵循以下说明:

  1. Browse to the purchase that you wish to upload within 卡什流.
  2. 点击“Send to 投寄箱”屏幕顶部的按钮。完成后,您将在屏幕顶部看到一个黄色横幅,表示此操作已完成。

要在Dropbox中查看此内容,您需要从www.dropbox.com登录到您的Dropbox帐户。如果这是您在连接到KashFlow帐户后首次登录Dropbox,则会在“KashFlow”文件夹将自动在名为的文件夹下创建“Suppliers”.  Within this folder will be another folder labeled with the supplier code from within 卡什流.  It is within this final folder that you will see the purchase that you have just uploaded.

When you upload a purchase for another supplier, the supplier folder will again automatically be created using the supplier code from 卡什流.  Any future purchase for these suppliers will automatically save to their respective folders.

Uploading an attachment to a Customer Invoice from 卡什流

You can also save attachments to your customer invoices which can be uploaded to 卡什流.

To do this, you will need to open the invoice in 卡什流 on-screen and then click on the “Files”屏幕底部的标签。然后,您将看到一个用于“Add File”。然后,您可以浏览到文件在计算机上的保存位置。

在您的Dropbox帐户中,有一个名为“Invoices”将出现在“KashFlow”夹。在该文件夹中将是另一个文件夹,其中标有与您添加的文件有关的发票编号。

要添加文件,只需导航至客户或供应商的发票,购买或注释和文件部分(可通过以下方式访问 客户/供应商>选择您的客户/供应商>点击“注释”& 档案’ tab),然后点击 添加文件 底部的按钮。如果您已经附加了文件,则会看到文件列表,单击该文件将立即为您打开文件。

Uploading an attachment to a Supplier Purchase Invoice from 卡什流

You can also save attachments to your supplier purchase invoices which can be uploaded to 卡什流.

To do this, you will need to open the invoice in 卡什流 on-screen and then click on the “Files”屏幕底部的标签。然后,您将看到一个用于“Add File”。然后,您可以浏览到文件在计算机上的保存位置。

在您的Dropbox帐户中,有一个名为“Receipts”将出现在“KashFlow”夹。在该文件夹中将是另一个文件夹,其中标有与您添加的文件有关的购买编号。

首先将附件添加到Dropbox

If it is easier fror you, you can also add items to 投寄箱 first rather than doing this via 卡什流.

为此,您需要登录Dropbox并转到Apps> 卡什流> 发票>创建并选择文件夹选项。然后,您需要将文件夹命名为与您要加载的附件相关的发票编号。

然后,您可以将附件直接添加到Dropbox中:

When you log into 卡什流 and browse to that invoice number, you will see that there is an attachment showing under the files tab containing that same file:

断开ing 投寄箱 from 卡什流

If you ever want to disconnect your 投寄箱 account from 卡什流, just go to 设定值> 投寄箱 and then click the 断开 右上角的按钮。

What happens to my 投寄箱 files if I ever leave 卡什流?

If you ever decide to leave 卡什流 and cancel your subscription, all your 投寄箱 files will remain in your 投寄箱 account. 投寄箱 is an entirely separate service and cancelling your subscription with us won’t have any effect on the availability of your files there. For information on 投寄箱’s data retention, audit implications, and security please refer to the 投寄箱 help centre at //www.dropbox.com/help

支持

For help with using 投寄箱 with 卡什流 please contact [电子邮件 protected]

See how 卡什流 works with your business and your books