https://www.receipt-bot.com/pdf-bank-statement-to-csv https://www.receipt-bot.com/assets/images/bank_statement_rb.jpg Accurately Convert Bank Statements PDF to Excel. Easily extract table from PDF bank statements. Intelligent data recognition works with any format, returns cleansed and verified results. Start using FREE! https://www.receipt-bot.com/assets/video/bank-statement-video.webm https://www.receipt-bot.com/blog/knowledge-base/auto-forward-emails-bills-recording/ https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/auto-forward-emails-bills/support-team-via.jpg Auto-forward emails for document recording Recording your expenses and revenues from vendors and customers can be a hectic task, but you can automate data entry to your accounting software through the Receipt Bot Email Auto forwarding feature. https://www.receipt-bot.com/assets/video/auto-forward-emails-document-recording.mp4 https://www.receipt-bot.com/blog/knowledge-base/manage-key-business-dates-deadlines/ https://www.receipt-bot.com/assets/video/manage-key-business-dates-deadlines/key_business_dates.jpg Manage key business dates and deadlines The key dates feature is designed specifically for accountants to manage key business filing dates and deadlines like VAT/GST filling or annual accounts submission. https://www.receipt-bot.com/assets/video/manage-key-business-dates-deadlines/business_profile.webm https://www.receipt-bot.com/blog/knowledge-base/expense-reports-in-receipt-bot/ https://www.receipt-bot.com/assets/video/manage-key-business-dates-deadlines/key_business_dates.jpg Automated expense reports in Receipt Bot Discover how to generate real-time expense reports in Receipt Bot by uploading PDF bills, receipts, or supplier statements. https://www.receipt-bot.com/assets/video/expense-reports/updated/review-expense-report.mp4 https://www.receipt-bot.com/blog/knowledge-base/overview-navigation/ https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/overview-navigation/business-bookkeeping-dashboard.jpg Overview of Receipt Bot navigation This page gives a birds eye view of business bookkeeping activities, the number of documents in process for each document type, a trend of expenses for top ten suppliers and important bookkeeping deadlines https://www.receipt-bot.com/assets/video/overview-navigation/business-navigation.webm https://www.receipt-bot.com/blog/knowledge-base/overview-practice-management/ https://www.receipt-bot.com/assets/video/overview-practice-management/practice-management.jpg Overview of Practice Management Practice Management provides a high-level view of all businesses in your practice/organization. You can view details like last upload date, pending documents or upcoming deadlines of your clients. https://www.receipt-bot.com/assets/video/overview-practice-management/practice-dashboard.webm https://www.receipt-bot.com/blog/knowledge-base/export-documents-to-quickbooks-online https://www.receipt-bot.com/assets/video/export_Documents_and_Record_Transactions_in_QuickBooks_Online/export_data_with_a_detailed_review_from_the_invoice_details_pop-up.jpg Export Documents to QuickBooks Online, Find Transactions and Resolve Errors You can export documents to QuickBooks Online either after a detailed review or export them in bulk and review them later in QuickBooks. https://www.receipt-bot.com/assets/video/export_Documents_and_Record_Transactions_in_QuickBooks_Online/export_data_with_a_detailed_review_from_the_invoice_details_pop-up.mp4 https://www.receipt-bot.com/blog/knowledge-base/change-subscription/ https://www.receipt-bot.com/assets/video/change-subscription/change-subscription.jpg Change subscription Receipt bot provides flexible billing options to meet the requirements of businesses, accountants and bookkeepers. https://www.receipt-bot.com/assets/video/change-subscription/update-subscription.webm https://www.receipt-bot.com/blog/knowledge-base/reactivate-subscription https://www.receipt-bot.com/assets/video/thumbnail/reactivateSubscriptionSubscriptionThumbnail.jpg Reactivate a cancelled subscription If you want to reactivate your canceled subscription in Receipt Bot to enjoy automated bookkeeping; https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/reactivate-cancelled-subscription/reactivate-subscription.webm https://www.receipt-bot.com/blog/knowledge-base/subscribe-paid-plan/ https://www.receipt-bot.com/assets/video/subscribe-paid-plan/subscription-billing-navigate.jpg Subscribe to paid plan If you are using Receipt Bot for the first time; you will get 30 free trial credits. This means you dont need to add any payment method/card until your trial period comes to end. https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/subscribe-paid-plan/activate-subscription.webm https://www.receipt-bot.com/blog/convert-statement-invoices/ https://www.receipt-bot.com/assets/video/convert_statements_ledgers_invoices/convert_statementsThumbnail.jpg Create a purchase/sale transaction for every line in the statement You can extract each invoice from a supplier/customer statement as a separate transaction using this option. https://www.receipt-bot.com/assets/video/convert_statements_ledgers_invoices/create_a_purchase-sale_transaction_for_every_line_in_the_statement.mp4 https://www.receipt-bot.com/blog/knowledge-base/define-accounting-transactions https://www.receipt-bot.com/assets/video/define-accounting-transactions/define_accounting_main.jpg Define accounting transactions for different document types A typical corporate purchasing cycle involves several documents, usually starting with a quotation or purchase order and ending with a payment confirmation. https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/convert-statement-invoices/enable-supplier-statement-conversion-to-invoices.mp4 https://www.receipt-bot.com/blog/knowledge-base/cancel-subscription/ https://www.receipt-bot.com/assets/video/thumbnail/cancelSubscriptionThumbnail.gif Cancel Subscription Receipt Bot provides a flexible subscription-based billing model and you cancel Receipt Bot subscription at any time and you do not have any contractual obligation to continue subscription for a minimum period. https://www.receipt-bot.com/assets/video/cancelSubscription.mp4 https://www.receipt-bot.com/blog/knowledge-base/manage-users-access-business/ https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/manage-users-access-to-business/business-profile.webp Manage users access to business In Receipt Bot you can invite your client or team members to a Receipt Bot business for managing the automated bookkeeping process. https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/manage-users-access-to-business/send-invite.webm https://www.receipt-bot.com/blog/knowledge-base/custom-csv-excel-pdf-bank-statements-data/ https://www.receipt-bot.com/assets/video/custom-csv-excel-pdf-bank-statements-data/customCsvExcelThumbnail.jpg Design Custom CSV format to download PDF bank statement data Learn how to create custom CSV Excel formats with Receipt Bot for easy conversion bank transactions from pdf. https://www.receipt-bot.com/assets/video/custom-csv-excel-pdf-bank-statements-data/design-custom-csv-v2.mp4 https://www.receipt-bot.com/blog/knowledge-base/review-download-bank-statements/ https://www.receipt-bot.com/assets/images/thumbnail/reviewBankStatementsThumbnail.jpg Review and download bank statements This article provides an overview of the Receipt Bot Bank and Card Statements module, covering different ways to review the extracted data and download it in your desired format. https://www.receipt-bot.com/blog/wp-content/uploads/kb-article-image/review-download-bank-statements/beta/intro-01.webm https://www.receipt-bot.com/blog/knowledge-base/download-pdf-from-receipt-bot/ https://www.receipt-bot.com/assets/images/thumbnail/download-files-offline-title.jpg Download uploaded files to keep an offline record Although Receipt-bot provides a safe storage platform for all your accounting documents, the significance of keeping an offline record cannot be denied https://www.receipt-bot.com/assets/video/download-files-after-filter.mp4 https://www.receipt-bot.com/blog/knowledge-base/cis-reverse/ https://www.receipt-bot.com/assets/images/thumbnail/cisReverseThumbnail.jpg CIS and Reverse charge transactions in Receipt Bot The Construction Industry Scheme is a special type of law that is applicable on businesses that operate in the construction industry in the UK as contractors. https://www.receipt-bot.com/assets/video/purchase-invoices-cis-export-and-reverse-charge/export-cis-transaction-quickbooks-from-receiptbot.mp4 https://www.receipt-bot.com/blog/knowledge-base/review-extracted-purchase-invoices https://www.receipt-bot.com/assets/video/review-approve-purchases-invoices/updated/perform-quick-review-edit-thumbnail.jpg Review purchase invoices in Receipt Bot Receipt Bot is an expense management app that does the data entry for you. It saves time and hassle of manual paperwork management by digitalizing your expense records, supplier invoices, payment receipts, etc. Users can upload expense records from the web, mobile apps and email. https://www.receipt-bot.com/assets/video/review-approve-purchases-invoices/updated/perform-quick-review-edit-purchase-Invoices-summary-grid.mp4 https://www.receipt-bot.com/blog/knowledge-base/integrate-with-xero/ https://www.receipt-bot.com/assets/images/thumbnail/integratingBusinessXeroThumbnail.jpg Integrating your Receipt Bot business with XERO Integrating Receipt Bot with Xero to build an automated end-to-end process for data entry of your sales and expenses. https://www.receipt-bot.com/assets/video/integrating-receipt-xero-video.mp4 https://www.receipt-bot.com/blog/knowledge-base/auto-delete-documents https://www.receipt-bot.com/assets/images/thumbnail/autoDeleteBankThumbnail.jpg Auto delete bank statements in Receipt Bot Managing and maintaining massive records, whether in soft copy or hard copy, can be a bit risky as it can result in leak of confidential data. https://www.receipt-bot.com/assets/video/auto-delete-documents.mp4 https://www.receipt-bot.com/blog/knowledge-base/upload-documents/ https://www.receipt-bot.com/assets/images/thumbnail/upload-doc-slide-main.jpg Upload documents for data extraction Receipt Bot can extract data from purchase/sale invoices, payment receipts, credits notes and bank/credit card statements. You can upload documents to Receipt Bot via different ways based on your convenience https://www.receipt-bot.com/assets/video/upload-from-computer.mp4 https://www.receipt-bot.com/blog/knowledge-base/manage-subscription-mobile/ https://www.receipt-bot.com/assets/images/thumbnail/subscriptionDetailsMobileThumbnail.jpg View Credits and Subscription Details from Mobile Receipt Bot mobile apps are designed to assist you in scanning and submitting your documents for automated data entry. https://www.receipt-bot.com/assets/video/subscription-billing-android.mp4 https://www.receipt-bot.com/blog/knowledge-base/upload-documents-mobile/ https://www.receipt-bot.com/assets/images/thumbnail/uploadDocumentsMmobileThumbnail.jpg Upload documents from mobile Receipt Bot mobile app is a bookkeeping assistant that assists in recording your day-to-day expenses in real-time so that you do not miss any tax claims at the period end due to missing receipts. https://www.receipt-bot.com/assets/video/continuous-uploaded.mp4 https://www.receipt-bot.com/blog/knowledge-base/transfer-account-ownership/ https://www.receipt-bot.com/assets/images/thumbnail/transferingOwnershipThumbnail.jpg Transfer Receipt Bot Account Ownership The account owner is a key role in the Receipt Bot app, it allows a user to perform any billing or account-related tasks. https://www.receipt-bot.com/assets/video/transfering-ownership.mp4 https://www.receipt-bot.com/blog/knowledge-base/add-new-business/ https://www.receipt-bot.com/assets/video/thumbnail/addNewBusinessThumbnail.jpg Add a new business Your business has been created and data integration is done with Xero. https://www.receipt-bot.com/assets/video/add-new-business.mp4 https://www.receipt-bot.com/blog/knowledge-base/sign-receipt-bot/ https://www.receipt-bot.com/assets/images/thumbnail/signupPageThumbnail.jpg Sign-up to Receipt Bot Receipt Bot makes accounting and bookkeeping super easy, saving you time and money. https://www.receipt-bot.com/assets/video/signing-up-manually.mp4 https://www.receipt-bot.com/blog/knowledge-base/vat-gst-summary https://www.receipt-bot.com/assets/images/thumbnail/signupPageThumbnail.jpg Automate VAT/GST Summary preparation with Sale and Purchase Invoices Filing VAT/GST returns can be daunting, especially when expenses and revenues are not correctly recorded. Receipt Bot aims to make the process of VAT filling simple and quick. https://www.receipt-bot.com/assets/video/vat-gst-summary/vat-mapping.mp4 https://www.receipt-bot.com/blog/knowledge-base/cis-reverse/ https://www.receipt-bot.com/assets/video/cis_reverse_charge_transactions/cisReverseChargeTransactionsThumbnail.jpg Adding a new contact in Xero and marking it as CIS sub-contractor Register a Xero contact as contractor and specify CIS rate https://www.receipt-bot.com/assets/video/cis_reverse_charge_transactions/add-contact-xero_CIS.mp4 https://www.receipt-bot.com/blog/knowledge-base/update-payment-method/ https://www.receipt-bot.com/assets/video/update-payment-method/updatePaymentThumbnail.jpg Steps to Update Payment Method Receipt Bot pauses your data processing when your credit card expires, or your account does not have enough funds. https://www.receipt-bot.com/assets/video/update-payment-method/steps_to_update_payment_method.mp4 https://www.receipt-bot.com/blog/knowledge-base/export-documents-to-xero https://www.receipt-bot.com/assets/video/export-documents-xero-find-exported-transactions-resolve-export-errors/export_data_with_a_detailed_review_from_the_invoice_details_pop-up.jpg Export Documents to Xero, Find Exported Transactions and Resolve Export Errors This guide covers how to export documents to Xero, find the exported transactions in Xero, enable auto-export, and resolve export-related errors. https://www.receipt-bot.com/assets/video/export-documents-xero-find-exported-transactions-resolve-export-errors/Export_data_with_a_detailed_review_from_the_invoice_details_pop-up(%20Xero).mp4 https://www.receipt-bot.com/blog/knowledge-base/integrate-quickbooks-online-and-receipt-bot https://www.receipt-bot.com/assets/video/integrate-quick-books-online/integrateQuickBooksThumbnail.jpg Integrate QuickBooks Online and Receipt Bot to automate expense recording This article explains how to integrate QuickBooks Online and Receipt Bot accounts to enable the direct export of processed bills and expense transactions. https://www.receipt-bot.com/assets/video/integrate-quick-books-online/integration_with_quickbooks_online_from_the_integration_data_page.mp4 https://www.receipt-bot.com/blog/knowledge-base/update-contacts-and-setup-rules https://www.receipt-bot.com/assets/video/create-udate-contacts-and-setup-rules-for-default-master-data/add_contact_using_the_contacts_tab_on_the_integration_data_page.jpg Create/update Contacts and Setup Rules for Default Master Data Learn how to create or update contacts and setup rules in Receipt Bot for automatically assigning default categories, payment methods, or VAT rates to documents. https://www.receipt-bot.com/assets/video/create-udate-contacts-and-setup-rules-for-default-master-data/add_contact_using_the_contacts_tab_on_the_integration_data_page.mp4 https://www.receipt-bot.com/blog/knowledge-base/integrate-with-sage-accounting https://www.receipt-bot.com/assets/video/integrate-sage-accounting/integrateSageThumbnail.jpg Integrate your Receipt Bot business with Sage Accounting Integrate Receipt Bot with Sage One to have your data flow automatically from Receipt Bot to Sage One. https://www.receipt-bot.com/assets/video/integrate-sage-accounting/integrate-receipt-bot-sage-accounting.mp4 https://www.receipt-bot.com/blog/knowledge-base/export-documents-to-sage-accounting https://www.receipt-bot.com/assets/video/export-documents-record-transactions-sage-one/export-data-with-detailed-review-from-invoice-detail-popup.jpg Export Documents and Record Transactions in Sage Accounting This guide covers how to export documents to Sage accounting, find the exported transactions in Sage accounting, enable auto-export, and resolve export-related errors. https://www.receipt-bot.com/assets/video/export-documents-record-transactions-sage-one/export-data-with-detailed-review-from-invoice-detail-popup.mp4 https://www.receipt-bot.com/blog/knowledge-base/manage-notifications https://www.receipt-bot.com/assets/video/manage-notifications/manageNotificationsThumbnail.jpg Enable Processing Summary Notification for all documents Notifications and alerts are essential for staying organized and ensuring you never miss important updates or information. https://www.receipt-bot.com/assets/video/manage-notifications/processing-summary.mp4 https://www.receipt-bot.com/blog/knowledge-base/custom-downlaod-format-for-Invoices https://www.receipt-bot.com/assets/video/custom-format-purchase-sale-invoice/customFormatPurchaseSaleThumbnail.jpg Custom Format for purchase sale invoice Receipt Bot allows you to extract and organize purchase and sale invoice data in pre-defined formats. https://www.receipt-bot.com/assets/video/custom-format-purchase-sale-invoice/custom-format.mp4 https://www.receipt-bot.com/blog/knowledge-base/fast-review-features-tips/ https://www.receipt-bot.com/assets/video/fast-review-features/editMultipleinvoicesThumbnail.jpg Fast review features and tips Receipt Bot offers several features which enable users to speed up their document reviewing process. https://www.receipt-bot.com/assets/video/fast-review-features/editMultipleinvoicesThumbnail.mp4 https://www.receipt-bot.com/blog/knowledge-base/use-receipt-bot-for-one-off-project https://www.receipt-bot.com/assets/video/use-receipt-bot-one-off-project/video-thumbnail.jpg Use Receipt Bot for one-off project Receipt Bot primarily operates on a subscription-based model, but It also allows users to manage one-off projects, offering flexibility without long-term commitments. https://www.receipt-bot.com/assets/video/use-receipt-bot-one-off-project/final-video-off-project.mp4