{"id":29401,"date":"2025-03-12T16:16:52","date_gmt":"2025-03-12T14:16:52","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=29401"},"modified":"2025-11-17T17:15:15","modified_gmt":"2025-11-17T15:15:15","slug":"activating-costpocket-integration","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/activating-costpocket-integration\/","title":{"rendered":"Activating CostPocket integration"},"content":{"rendered":"<p>Activating the CostPocket integration in the SimplBooks environment takes only a few minutes, but digitizing expense documents can save hours of work time annually, allowing for more efficient use of that time.<\/p>\n<p><strong>Activation: Settings -&gt; Integrations -&gt; CostPocket<\/strong><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-29410 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01.png\" alt=\"\" width=\"599\" height=\"311\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01.png 717w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01-300x156.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01-50x26.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01-600x311.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/01-320x166.png 320w\" sizes=\"auto, (max-width: 599px) 100vw, 599px\" \/><\/a><\/p>\n<p>After clicking the &#8220;<strong>Activate<\/strong>&#8221; button, a page will open where you can review the data. The fields are prefilled with the information from the user profile and company profile. If the email address has not been previously added as a user in CostPocket, it will now be added automatically.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-29423 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02.png\" alt=\"\" width=\"797\" height=\"537\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02.png 1282w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-300x202.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-1024x689.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-768x517.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-50x34.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-920x619.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-600x404.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/02-320x215.png 320w\" sizes=\"auto, (max-width: 797px) 100vw, 797px\" \/><\/a>It is important to note that you can choose between automatic saving of processed documents or keeping all documents on hold for review.<br \/>\nFor suppliers entered in SimplBooks, it is possible to assign a related expense account, which reduces the need for manual data corrections. However, this may not always be sufficient and adjustments may still be necessary (*). Therefore, each user can make a decision based on their company&#8217;s specific needs. This setting can also be changed later.<\/p>\n<p><em>*\u00a0If automation rules are enabled in the CostPocket environment, they will be used as the primary option for assigning expense accounts.<\/em><\/p>\n<p>After clicking the &#8220;Activate&#8221; button, one final confirmation click is required to approve the consent:<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-29426 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03.png\" alt=\"\" width=\"545\" height=\"328\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03.png 562w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03-300x180.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03-50x30.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/03-320x192.png 320w\" sizes=\"auto, (max-width: 545px) 100vw, 545px\" \/><\/a><\/p>\n<p><strong>Well done! You have successfully activated the integration on the SimplBooks side!<\/strong><\/p>\n<p><strong><div class=\"su-note\"  style=\"border-color:#9bd98e;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#b5f3a8;border-color:#ffffff;color:#333333;\">What\u2019s next, how do you access the CostPocket environment?<\/div><\/div><\/strong><\/p>\n<ul>\n<li>You should now have received an email with information about the activation of the integration. Click on the &#8220;<strong>Web App<\/strong>&#8221; link to get started and create your user account.<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29429 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04.png\" alt=\"\" width=\"712\" height=\"338\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04.png 712w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04-300x142.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04-50x24.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04-600x285.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/04-320x152.png 320w\" sizes=\"auto, (max-width: 712px) 100vw, 712px\" \/><\/a><\/p>\n<ul>\n<li>Next you need to verify your email address:<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29432 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05.png\" alt=\"\" width=\"679\" height=\"218\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05.png 679w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05-300x96.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05-50x16.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05-600x193.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/05-320x103.png 320w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/a><\/p>\n<ul>\n<li>Check your inbox again and click on the link to complete the verification<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29438 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08.png\" alt=\"\" width=\"729\" height=\"297\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08.png 729w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08-300x122.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08-50x20.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08-600x244.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/08-320x130.png 320w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/a><\/p>\n<ul>\n<li>Just a little more, enter your name and choose a password (at least 10 characters).<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-29447 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1.png\" alt=\"\" width=\"667\" height=\"489\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1.png 667w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1-300x220.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1-50x37.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1-600x440.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/09-1-320x235.png 320w\" sizes=\"auto, (max-width: 667px) 100vw, 667px\" \/><\/a><\/p>\n<ul>\n<li>Welcome to the community of modern people! \ud83d\ude42<\/li>\n<\/ul>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-29450 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11.png\" alt=\"\" width=\"670\" height=\"535\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11.png 730w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11-300x240.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11-50x40.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11-600x479.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/11-320x256.png 320w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><\/a><\/p>\n<p>Now you can log into the CostPocket environment and start the digital life of expense documents.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-29453 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12.png\" alt=\"\" width=\"654\" height=\"725\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12.png 668w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12-270x300.png 270w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12-45x50.png 45w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12-600x666.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/02\/12-320x355.png 320w\" sizes=\"auto, (max-width: 654px) 100vw, 654px\" \/><\/a><\/p>\n<p><em>You can find answers to questions related to using CostPocket on their <span id=\"su_tooltip_69d706d4d6f94_button\" class=\"su-tooltip-button su-tooltip-button-outline-yes\" aria-describedby=\"su_tooltip_69d706d4d6f94\" data-settings='{\"position\":\"top\",\"behavior\":\"hover\",\"hideDelay\":0}' tabindex=\"0\"><a href=\"https:\/\/costpocket.com\/en\/learn\"><strong>website<\/strong><\/a><\/span><span style=\"display:none;z-index:100\" id=\"su_tooltip_69d706d4d6f94\" class=\"su-tooltip\" role=\"tooltip\"><span class=\"su-tooltip-inner su-tooltip-shadow-no\" style=\"z-index:100;background:#FFFFA3;color:#555555;font-size:14px;border-radius:0px;text-align:left;max-width:300px;line-height:1.25\"><span class=\"su-tooltip-title\"><\/span><span class=\"su-tooltip-content su-u-trim\">Shortcut to the questions and answers section<\/span><\/span><span id=\"su_tooltip_69d706d4d6f94_arrow\" class=\"su-tooltip-arrow\" style=\"z-index:100;background:#FFFFA3\" data-popper-arrow><\/span><\/span>.<\/em><\/p>\n<p><em>If you have any additional questions, write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[1099],"ht_kb_tag":[664,637,554],"class_list":["post-29401","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-e-invoice-sending-and-receiving","ht_kb_tag-costpocket-2","ht_kb_tag-integration","ht_kb_tag-settings"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/29401","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=29401"}],"version-history":[{"count":9,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/29401\/revisions"}],"predecessor-version":[{"id":29617,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/29401\/revisions\/29617"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=29401"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=29401"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=29401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}