Inbox & Cloud drive

💾 Cloud drive

Connect Google Drive or Dropbox directly to Fakturácia and process your documents without forwarding them by e-mail.

Once connected, your entire cloud storage will appear in Fakturácia – 1:1 with all your folders and files.


How it works:

  1. Connect an account – click Connect Google Drive or Connect Dropbox and sign in to your account.

    The login process may take longer – you need to authorize Fakturácia to access your storage.

  2. Load content – after successful connection, your entire cloud disk (Google Drive / Dropbox) will appear in Fakturácia 1:1 – all folders and files exactly as you have them in the cloud.
  3. Work with files – in the Cloud drive section you can browse and process files just like in the Data Inbox:
    • open a file,
    • add tags (saved instantly),
    • choose the document type (e.g. Receipts, Document storage, Expense documents…),
    • and move it to the appropriate section.
  4. Tags – are carried over only when moving files into the Receipts and Document storage sections.
  5. Disconnect an account – if you want to remove a connection, go to Settings (gear icon in the top right) - Dropbox connection management (or GD), click Remove connection and then Save.

ENG-DB_clear.png


Benefits:

✅ Direct access to your entire Google Drive or Dropbox – no need to forward e-mails

✅ Option to connect multiple accounts (e.g. several Google Drive or Dropbox accounts)

✅ Fast file processing – add tags and move files into sections

✅ Tags work instantly and are preserved when transferred (Receipts, Document storage)

✅ Clear overview of all your files in one interface


Frequently Asked Questions (FAQ):

❓ Can I connect multiple accounts at once?

Yes – you can connect multiple Google Drive and Dropbox accounts simultaneously in Fakturácia.

❓ Will my cloud folder structure be preserved?

Yes – Fakturácia displays your entire cloud storage exactly as it is in Google Drive or Dropbox.

❓ How do tags work?

Tags react instantly – no need to click Save. When moving files to the Receipts or Document storage sections, tags are automatically transferred with the file.

❓ Can I process all files in a folder at once?

No – each file is processed individually. This allows you to assign a specific document type and tags to every file.

❓ What happens if I disconnect a drive?

Files you have already processed into sections in Fakturácia remain stored. You will only lose access to unprocessed files from the disconnected account.

Google Drive:

ENG-Disk.png

ENG-Disk_GD.png

Dropbox + Working with a file:

ENG-Disk.png

ENG-DB.png

ENG-DB_1.png

ENG-DB_2.png

ENG-DB_4.png

ENG-DB_5.png

image.png

ENG-DB_6.png

📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.