Add New Business
Edit Profile
Change Email
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Edit Business Details
Archive Business
User Access
Tasks and Deadlines
Edit Settings
Data Extraction Settings
Supplier Profile
Import Supplier
- 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 suppliers to Receipt-Bot;
Step 1: Download this Suppliers template
- This file includes columns for data that you can import to Receipt-Bot.
- Download Supplier Import Template
Step 2: Copy your suppliers in the template file
- 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.
- Download Category Import Template
Step 2: Copy your category in the template file
- 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.
- Download payment methods Import Template
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.
- Download VAT rates Import Template
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.
| Documents Inbox Email: | syed_azfar_doc_inbox@receipt-bot.com |
Sub Documents
Add Bank/Card
Bank & Card Statements Detail
| Date | Description | Ref/Cheque No. |
Debit Amount |
Credit Amount |
Balance |
|---|---|---|---|---|---|
| 249,999,999.91 | |||||
| 589,999,999.92 | |||||
| 939,999,999.93 | |||||
| 409,999,999.94 | |||||
| 769,999,999.95 | |||||
| 109,999,999.96 |
Change Accounting Software
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Other Accounting Software
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Export CSV Format Mappings
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| Supplier Name |
|
| Supplier Code |
|
| Invoice Date |
|
| Due Date |
|
| VAT Rate |
|
| VAT Code |
|
| Total Net Amount |
|
| Total VAT Amount |
|
| Total Gross Amount |
|
| Transaction Currency |
|
| Transaction Currency |
|
| Base Currency |
|
| Conversion Rate |
|
| Converted Net Amount |
|
Default Export Settings
| Yes | No | |
| Auto-Export Invoices | ||
| Export VAT amounts |
| Export bills destination | |
| Export bills type |
Synced with QuickBooks
| Suppliers: | 9 records imported & 0 updated in Receipt Bot. | |
| Expense Categories: | 86 records imported & 0 updated in Receipt Bot. | |
| Payment Methods: | 3 records imported & 0 updated in Receipt Bot | |
| VAT Rates: | 8 new VAT created and no VAT updated in Receipt Bot. |
Disconnect with QuickBooks
- You are about to disconnect this account from QuickBooks
- Once disconnected, you will not be able to sync or export data between Receipt Bot and QuickBooks for Business Name.