Upload documents from mobile
Receipt Bot mobile app is a bookkeeping assistant that assists in recording your day-to-day expenses in real-time so that you do not miss any tax claims at the period end due to missing receipts.
As an accountant, you can ask your clients to download the Receipt Bot app and submit their bills & receipts via Receipt Bot mobile app. This saves your client from the hassle of maintaining hard copies of the record and you get clean & extracted data exported in the accounting software.
Download Receipt Bot mobile apps
You can download the Receipt Bot mobile apps from the following links:
Upload documents from Receipt Bot mobile app
To submit your documents via the Receipt Bot mobile application, follow the steps below:
Step 1 – Login to the Receipt Bot mobile app with your registered credentials and select the relevant business/entity in the Receipt Bot.
If you are asking your clients to use the Receipt Bot mobile app for submitting their documents, invite them to the relevant business in your account. Please refer to the following article on managing users’ access to businesses in Receipt Bot.
Step 2 – Tap on the plus “+” icon from the Dashboard page and capture an image of the document using the Receipt Bot camera app.
Please consider the following points when scanning documents via the Receipt Bot app:
- Ensure there is sufficient light in the room.
- Use a contrasting background, like for a white colour document use a black background so that the document is visible.
- Ensure that all edges of the document are within the frame.
In the case of the android, captured images are stored in your device in the folder named “Receipt Bot” and you can delete the images stored locally to clear storage in your device.
Step 3 – The system will show a preview of the picture taken for confirmation.
Once confirmed, your document will be uploaded and added to the queue for the data extraction process in Receipt Bot.
Additional Features related to document upload from Mobile
Receipt bot mobile apps provide some additional features that make the document scanning process more efficient for you.
Continuous Upload
This feature allows you to continuously scan your documents with the Receipt Bot mobile app and pushes all the app activity in the background which allows you to take pictures quickly.
If you upload more than one document, then you do not have to wait until the previous one is uploaded. Just capture your images in one go and the system will queue them for uploading.
Additional Transaction Notes
The feature allows you to store additional information related to a transaction. This feature is useful when some information is missing on the scanned document like in some cases the VAT/GST rate is missing on the picture, you can simply specify the applied rate when submitting your document. Or you can simply add a note for yourself that will be available as a description once the data is extracted.
Recent Uploads
Receipt Bot makes uploading documents via the mobile app quick and efficient by storing files locally on your device. This allows you to continue using the app or uploading additional documents while the uploads happen seamlessly in the background.
Note: If you frequently upload a large number of documents, you may notice the app becoming slow. This is because the files are stored locally on your device. To improve the app’s performance, you will need to clear the files stored locally.
To clear the locally stored files, follow these steps:
- Navigate to the Recent Uploads page from the Business menu.
- Click the “Clear History” button.
This action will remove the documents only from your device. Rest assured, all data is safely stored on the cloud and can be reviewed from the Expenses page. By clearing the local files, you can ensure that your app continues to run smoothly while keeping your documents securely stored in the cloud.
Frequently Asked Questions
Next step
After the document is uploaded to Receipt Bot and the data is extracted, you can review that document from the mobile app.