Export suppliers from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step 3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Accounting Categories
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this category template
This file includes columns for data that you can import to Receipt-Bot.
Export category from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Expense Categories
Payment Methods
Payment Methods
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this payment methods template
This file includes columns for data that you can import to Receipt-Bot.
Step 2: Copy your payment methods in the template file
Export payment methods from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
Please only use allowed payment method types; while uploading new payment methods to Receipt-Bot.*
VAT Rates
Only 14 new suppliers will be imported |
Row 2, 3, 4 has incorrect data; please correct them to continue |
Following are steps that you can follow to import your category to Receipt-Bot;
Step 1: Download this VAT Rates template
This file includes columns for data that you can import to Receipt-Bot.
Step 2: Copy your payment VAT Rates in the template file
Export VAT rates from your accounting software in a spreadsheet format & copy to the revelnt columns in the CSV template. Please do not change the column headers.
Step3: Import the updated template
Select the file to import using browse button and then press import
NOTE:
Upload file must be in .CSV format.
VAT Rates
Document History
S.No
Date Time
Action
Action By
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
1
8-Aug-2018 12:00:00 AM
Uploaded
Garrett Winters
Email Settings
Some large para here to explain the email upload feature of Receipt-Bot.
links on how to setup auto-forward in your email account.
