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Getting Started
- Sign-up to Receipt Bot
- Add a new business
- Upload documents for data extraction
- Review extracted purchase invoices in Receipt Bot
- Review sale invoices in Receipt Bot
- Automated expense reports in Receipt Bot
- Manage users' access to business
- Convert statements or ledgers to invoices
- Handling of CIS and Reverse charge transactions in Receipt Bot
- Download uploaded files to keep an offline record
- Prepare Automated VAT/GST Summary and Submit VAT Return to HMRC
- Sales Reports in Receipt Bot
- Custom Format for purchase/sale invoice
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App Navigation and Setup
- Overview of Receipt Bot navigation
- Overview of business dashboard
- Maintain business profile
- Manage key business dates and deadlines
- Remove business & delete business data
- Supported countries and languages
- Remove password from PDF files
- Manage your user profile
- Change your Receipt Bot Password
- Manage notifications & alerts
- Delete your account from Receipt Bot
- Auto delete bank statements in Receipt Bot
- Enable two-factor authentication
- Manage your clients on Receipt Bot
- Transitioning to the New Receipt Bot Platform
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Accounting Software Integrations
- Integrating your Receipt Bot business with XERO
- Integrate QuickBooks Online and Receipt Bot to automate expense recording
- Use without accounting software integration
- Configuring API for custom accounting software integration
- Disconnect from accounting software
- Export Documents to Xero and Find Exported Transactions
- Export Documents to QuickBooks Online, Find Transactions & Resolve Errors
- Integrate Receipt Bot with Sage Accounting
- Export Documents & Record Transactions in Sage Accounting
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Managing Master Data
- Understand the use of master data
- Create/update Contacts and Setup Rules for Default Master Data
- Create and update accounting categories
- Create and update payment methods
- Create and update VAT rates
- Receipt Bot data extraction setting
- Define accounting transactions for different document types
- Supported document types to record Sales in Receipt Bot
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Managing Receipts Using Mobile Apps
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Setting up 'touchless' Bookkeeping
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Working with PDF Bank Statements
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Practice Management for Accountants
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Billing and Plan Management
- Subscribe to a paid plan
- Reactivate a cancelled subscription
- View billing and credits utilization in Receipt Bot
- Change your Receipt Bot subscription
- Update payment method
- Reasons for processing pause
- Cancel Subscription in Receipt Bot
- Join Customer Referral Program and Earn Free Credits
- Use Receipt Bot for one-off project
Review & approve/export documents on mobile
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