When you buy fuel or go to a restaurant, what do you do with the receipt? Does it go in your wallet or does it get lost somewhere in your car? And at the end of the month, do you collect the receipts and take them to your accountant with the rest of your documents?
If you're familiar with all this, know that with the Banqup app you can upload invoices and receipts to Banqup even when you're on the move. No need to keep paper documents if they're safely stored in Banqup.
Plus, automatically share receipts and documents with your accountant in real time, so you can be sure that your accountant can transfer them directly into the accounting system.
Follow these three steps touse the app!
1. Download the app
First, download the free Banqup app on your smartphone or tablet.
Once you have downloaded the app, follow the steps below.
2. Take a photo of the receipt or invoice
Open the app, click the "+" button in the bottom right corner of the screen and click "Take a photo".
The app will automatically open your phone's camera. Place the bill or receipt on a flat surface and make sure the document fits in the green frame displayed on the screen. The Banqup app will automatically take a picture of your document.
3. Upload your document
Once you have captured the image, you can upload the invoice or receipt to Banqup without additional manual data entry - Banqup's smart digitisation functionality will scan your document information for you and save the information in the correct Banqup data fields.
To make sure everything goes smoothly, please follow these steps:
- When you see the preview window, click on the arrow icon and the "Upload document" button.
- If your document contains multiple pages, tap "Add page to document".
- On the next screen, select where you want to upload the invoice or receipt - in "Documents", "Purchase invoices" or "Sales invoices".
- Confirm and specify the type of document you have just uploaded - whether it is an invoice, a credit invoice or a receipt. Please also indicate whether it has been paid or not.
- Finally, click "Upload document" and it will be neatly uploaded to your Banqup account.
Banqup will digitize the document so that the information stored in the image is reflected in the correct fields of the platform.
In addition, your company's accountant will also have access to your document on the Banqup platform or the accounting system you use.
Did youknow that the Banqup app has other useful features?
The Banqup app makes it easy to manage invoices on the go!
- Create an invoice in seconds and send it to your customers directly from the platform.
- Track when your company's invoices have been sent, opened, reviewed and paid.
- Reach your customers, suppliers and stored documents with Banqup.
To find out more about the Banqup platform, see the features page.
