Who can send receipts via WhatsApp?

Anyone you authorise. This can be people from your team, but also external people without their own nextesy account.

Two types of access

• Your team: You can authorise team members with a registered mobile number in just a few clicks.

• External people: Even those without a nextesy profile can submit receipts, such as field staff or your fiduciary clients. Simply enter their name and mobile number.

All authorised people send their receipts to your personal nextesy WhatsApp number, and the documents land directly in your inbox.

You stay in control

You set up authorisations in the settings or directly in document management. You define who is allowed to grant authorisations via roles and permissions. nextesy does not accept receipts from unregistered numbers. This ensures only relevant items end up in your inbox.

More about the WhatsApp integration

Find out more on the page about the WhatsApp integration.