Managing accounts is an inevitable part of every company's daily routine. However, in many companies, this process is still burdened with unnecessary "paperwork" that can easily be avoided.
Does this sound familiar to you?
- The invoice arrives by email, you download it and save it on your computer.
- You take a photo of your paper bills or put them in a drawer with the idea "I'll sort it out later".
- You save receipts in case you need them, but end up forgetting them.
- At the end of the month, it's chaos: looking for documents, sending them to your accountant, uploading them to Drive or another system.
- Finally, the accountant enters all the documents into the accounting system.
Sound complicated? All of this can be avoided. Here are 5 practical tips to make managing your accounts a smooth process.
1. Choose e-invoicing - forget manual data entry
If you think e-invoices are complicated and inconvenient, that's a myth. On the Banqup platform, an e-invoice looks just like a PDF document - neat, visual. And behind the background, invisibly, a smart file travels between the invoice sender, Banqup and the accounting system - so all parties avoid tedious manual work.
2. Receive your invoices directly to your dedicated Banqup email
If the supplier still sends invoices by email, great. Banqup allows you to set up a special email address to which invoices automatically appear on the platform. Banqup extracts the content and fills in the required fields - no hassle.
3. Use the Banqup app - say goodbye to receipt photography and record keeping
Download the Banqup app from theApp StoreorGoogle Play, take a photo of the document and you're done. It will be digitised, saved securely in the system and handed over to your accountant. No more lost receipts or manual data entry.
4. Allow documents to reach the accountant automatically
Banqup can be integrated with major accounting systems. This means that invoices and receipts reach the accountant automatically, in real time, digitally, with all the information appearing instantly in the correct fields.
5. All accounts in one place - Banqup archive
No need to store documents on your computer or in different cloud accounts. They're all stored in the Banqup archive - where you can conveniently search, filter and sort your invoices and receipts as you need them.
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