Bank Name
Bank of England
Display Name
Pay 1
Start Date
10-jun-2018
End Date
10-jun-2018
Last 4 Digits
9999
Opening Balance
999,999,999.99
Closing Balance
999,999,999.99
A validation email has been sent to azfar.test.live@gmail.com. Please check your email and complete email validation.
Add New Business
Edit Profile
Change Email
Change Password
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
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 | select |
| Export bills type | select |
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.
