Auto-export to accounting software
Businesses usually have to manually enter and record each transaction in their accounting software, which is time-consuming and prone to errors. Receipt Bot’s auto-export feature eliminates this hassle by extracting data from bills and invoices and exporting them automatically to your accounting software, saving time and reducing the risk of mistakes.
Pre-requisite: Your business has to be integrated with external accounting software for this option to work.
Receipt Bot only allows integration with the following accounting software: QuickBooks Online, Xero and Sage One. You cannot utilise the Receipt Bot auto-export feature if you have any other accounting software.
Steps to enable auto-export
To enable auto-export in the Receipt Bot, please follow these steps:
Step 1 – From the dashboard, navigate to the ‘Integration Data’ page.
Step 2 – Click ‘Enabled’ in the Auto-Export option.
Step 3 – Click ‘OK’ on the confirmation pop-up to confirm.
Now, Receipt Bot will automatically export your processed invoices to the integrated accounting software.
Please note the following;
- Receipt Bot exports service runs at 4:00 PM GMT.
- The system will not export invoices marked as duplicates or with processing errors.
- Receipt Bot will not export invoices with an invoice date before the period lock date set up in your accounting software.
- Once exported, this process cannot be reversed from Receipt Bot, but documents can be amended in your accounting software.
- Before enabling auto export, you must review the contact list for auto-categorization and payment methods. If you need assistance in this review, please contact us.