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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
Bank Statement Module Overview
Last Updated on:
Receipt Bot’s new Bank & Card Statements module showcases our new design approach with an intuitive and minimalist user interface. We utilize powerful data grids with additional analysis features to facilitate data review online. Using this new module, users can download data in many different formats compatible with most of the popular accounting software. Using the formats menu, you can configure each format to meet your requirements or design your own download format. We hope these new features, working with our market-leading data extraction engine, will help you save time when working with the bank and credit card statements.