Receipt Bot - Dashboard

Add New Business

Step 1

Provide some essential information for this business.

Business Name *

Business Type *

Industry *

Contact Number

Business Short Name *

Documents Inbox

Country *

City *

Base Currency *

Step 2

Tell us how you do your accounting to enable accurate data processing:

Get my accounting set-up information from one of the following accounting software

Xero

Quickbooks Online

Use Receipt Bot default accounting setup

Edit Profile

Full Name*

Designation

Company Name

Contact #

Change Email

Current Email*

New Email*

Password*

Change Password

Current Password*

Password*

Confirm Password*

Edit Business Details

Business Name*

Country*

Industry*

Base Currency*

Legal Status

City

Registration #

Address

Website

Post Code

Archive Business

Archiving this entity will delete all the documents and archive the associated information.

Password

User Access

Full Name

User Access

Tasks and Deadlines

Task ID

Owner

Title

Next Due Date

Repeat Task

Repeat Type

Description

Save & New

Edit Settings

Email Notifications	Yes	No
Activity Reports
Special Offers and Discounts
Blogs and Best Practices
Receipt-Bot Updates

Mobile Notifications	Yes	No
Documents Processed
Activity Reports
Business/Practice Related Activity
Receipt-Bot Updates

Web Notifications		Yes	No
Web Notifications

Data Extraction Settings

Documents Inbox
Documents Inbox		@receipt-bot.com

Default Payment Status
Bill
Credit Note

Categorization	Yes	No
Suggest Category
Extract Line Items
Extract VAT Summary
Extract Invoice Description

Supplier Profile

Supplier Name*

Default Category

Default Payment Method

Bank Name

Contact Number

Bank Account Number

Address

Sort Code

Post Code

Vat Number

Status

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 |

Archive Existing Categories

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

Category Name*

Account Type*

Category Code*

Status*

Payment Methods

Payment Type*

Display Name*

Bank Name*

Last 4 Digits*

Status*

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

VAT Name*

VAT Percentage*

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

File Name	Document Type	Source	Status	Upload By	Upload Date
Document File Name 1.pdf	Bill	Web	Processing	Garrett Winters	18-Dec-2016
Document File Name 2.pdf	Statement	Box	Processed	Cedric Kelly	22-May-2018
Document File Name 3.pdf	Bill	Email	Exported	Brielle Williamson	29-Apr-2015
Document File Name 4.pdf	Bill	Gdrive	Process	Colleen Hurst	30-Jan-2018
Document File Name 1.pdf	Bill	Web	Processing	Garrett Winters	18-Dec-2016
Document File Name 2.pdf	Statement	Box	Processed	Cedric Kelly	22-May-2018
Document File Name 3.pdf	Bill	Email	Exported	Brielle Williamson	29-Apr-2015
Document File Name 4.pdf	Bill	Gdrive	Process	Colleen Hurst	30-Jan-2018
Document File Name 1.pdf	Bill	Web	Processing	Garrett Winters	18-Dec-2016
Document File Name 2.pdf	Statement	Box	Processed	Cedric Kelly	22-May-2018
Document File Name 3.pdf	Bill	Email	Exported	Brielle Williamson	29-Apr-2015
Document File Name 4.pdf	Bill	Gdrive	Process	Colleen Hurst	30-Jan-2018

Add Bank/Card

Bank Name

Display Name

Last 4 Digit

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

Note: Lorem ipsum dolor sit amet consectetur adipisicing elit. Mollitia, magnam.

Other Accounting Software

Export CSV Format Mappings

Lorem ipsum dolor sit amet consectetur adipisicing elit. Aliquid aut numquam similique at libero, corporis sit quis molestias molestiae itaque.

Supplier Name

Supplier Code

Invoice Date

Due Date

VAT Rate

VAT Code

Total Net Amount

Total VAT Amount

Total Gross Amount

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.

Welcome to Receipt Bot

Please press on the "Add a Business" button to provide us some
essential information about your business and you will be
ready to use super easy accounting in no time.

Welcome to Receipt Bot

Please press on the "Add a Business" button to provide us someessential information about your business and you will beready to use super easy accounting in no time.

Please press on the "Add a Business" button to provide us some
essential information about your business and you will be
ready to use super easy accounting in no time.