Generate Reports from Scanned Bills, Receipts and Invoices

Last Updated on:

You can quickly analyze your data using the automated reports in Receipt Bot. The reports are available once the data is extracted from scanned copies of your bills, receipts, sale invoices, and customer or supplier statements. These reports can quickly evaluate monthly costs/revenue and provide a breakdown by different dimensions.

This article provides a step-by-step guide to generating reports from the data extracted from bills, receipts, sale invoices, and other submitted documents.

Prerequisites

It is essential to complete the following steps before generating reports:

  • You have uploaded the necessary documents.
  • The uploaded documents have been processed successfully.

For more details on uploading documents for data extraction, refer to this help article: Upload documents for data extraction.

Steps to Generate Reports in Receipt Bot

Step 1 – Navigate to the Reports page from the Business menu.

Step 2 – Select the type of report you want to view.
Receipt Bot offers the following four types of reports, each providing a different perspective on your data:
– Summary By Category: Provides a breakdown of total cost or revenue grouped by categories or chart of accounts.
– Summary By Contact: Provides a breakdown of total cost or revenue grouped by customer/supplier.
– Summary By User: Provides a breakdown of total cost or revenue grouped by user who submitted the document. It is useful to manage expense claims in the Receipt Bot.
– Summary By VAT: Provides a breakdown of VAT amount grouped by VAT/GST rate.

Step 3 – Select the date range for the reports. (By default, it is the previous 365 days)

Step 4 – You can apply filters based on the following fields by clicking the filter icon:
– Module: To view purchases, sales, or both types of documents.
– Record As: A transaction is recorded as expense or bill or error. Example: This filter can exclude errors and duplicate documents from the reports.
– Doc Status: You can filter the report by the following document statuses: processing, processed, approved, and exported.
– Doc Type: You can filter the report by the doc types or title. Example: You can use this filter to exclude checks.
– Contact: You can filter the report for a specific customer or supplier.
– Year: You can also filter by the year in which the invoice was issued. Pro-tip: If you want to compare the expenses in a specific month between different years, you can use this filter in conjunction with the Month filter.
– Month: You can filter the report by the month in which the invoice was issued.

Step 5 – You can sort the data in reports by clicking the arrow icon.

Step 6 – Click the “Download Excel” icon located at the top right corner of the page.

Your customized report will be downloaded in Excel format for offline analysis.

Reports in Mobile Apps

Receipt Bot Mobile Apps currently do not support features related to viewing or downloading sales and purchase reports. To access reports, please use the web version of Receipt Bot.

Related Articles

Frequently Asked Questions

Q: What types of reports can I generate in Receipt Bot?
A: Receipt Bot offers four types of reports: Summary by Category, Summary by User, Summary by Contact, and Summary by VAT. Each provides a different perspective on your financial data.

Q: Can I download the report from Receipt Bot to Excel?
A: You can download the reports in Receipt Bot in Excel format by clicking the download icon located in the top right corner of the screen.

Go to Top