Download uploaded files to keep an offline record
Receipt Bot stores your accounting documents online, which can be accessed anytime. You can download original document files to keep an offline record or provide those documents as evidence to the Tax Authorities.
Receipt Bot provides a single-click download option with smart filters to make the downloading process quick and effortless.
Downloading files from Upload History
You can download documents from the upload history, sale, or purchase invoices pages. You can follow these steps to download files:
Step 1 – Navigate to the Upload history page.
Step 2 – Select the relevant files to download.
Step 3 – Click the “Download Files” button.
Receipt Bot compiles all your files in a single zip file and downloads it to your device.
Download files with smart filters on extracted data
You can download data from the purchase/sale invoices and apply filters on the extracted data, like invoice date and category.
Please follow these steps to download files with smart filters on extracted data.
Step 1 – Navigate to the Sale or Purchase Invoice page.
Step 2 – Click the Filter button to open the filter section.
Step 3 – Apply the relevant filters based on the invoice date, category, etc.
Step 4 – Click the Apply button.
Step 5 – Select the relevant documents.
Step 6 – Click the “Download Files” button.
The system will download the filtered documents in a zip file.
You can filter documents by following fields;
• Document ID | • Category | • Document Date |
• Contact Name | • Payment Method | • Amount |
• Document Type | • Transaction Currency | • Upload By |
• Record As | • Description | • Upload Date |
• VAT Rate | • Document Number |
Limitations
Limit of 512 MB on download.
Receipt Bot allows file download up to 512 MB in one go. If you have a larger file in the Receipt Bot, you must perform the downloading task in more than one session.
Receipt Bot performs several operations on your uploaded files to prepare files for extraction. The actions performed by Receipt Bot include split, merge, re-organize and compress. A new file is created after split and merge actions are performed, and the actual file that you uploaded is preserved.
You can apply filters on the upload history page to filter out the system-generated documents and download only the relevant files to reduce the file size for the download activity. Please refer to the following Video on downloading only the modified files.
Cases when files are deleted in the Receipt Bot
Receipt Bot records all the files you upload to your account. But, in the following two cases, Receipt Bot might delete your data permanently.
- Receipt Bot automatically deletes files in the recycle bin older than thirty days. When you delete a document, it is moved to the Recycle Bin, and you can also restore it before the thirty days limit.
- Your account and all the related data are deleted from Receipt Bot six months after you cancel your subscription.
Frequently asked questions
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