Are you burdened by collecting your fuel or restaurant bills? Do you ever get lost in your car or crumpled in your wallet? At the end of the month, do you collect a handful of bills and take them to the bookkeeper? Don't burden yourself or your accountant, download the Banqup app and make life much easier!
If the beginning of the story sounds familiar to you, know that with the Banqup app, you can upload invoices and cash receipts to the platform even when you are on the go. Paper documents do not need to be stored at all, as long as they are safely stored in Banqup.
And the best thing is that with the Banqup app, you can automatically share your bills and documents with your accountant in real time.
Download the app and follow these three steps!
1. Download the app
First, download the Banqup app for your smartphone or tablet for free.
● Download the app for your iPhone HERE
● Download the app for your Android phone HERE
Once you've downloaded the app, take a look at the next steps.
2. Take a photo of the receipt or invoice
Open the app, click on the "+" button in the lower right corner of the screen and press the "Take" button.
The app will automatically open your phone's camera. Place the invoice or invoice on a flat surface and make sure that the document fits into the green box on the screen. The Banqup app will then automatically capture an image of your document.
3. Add your document
Once your image is taken, you can add an invoice or receipt to Banqup without having to enter any data. Banqup has a smart digitization function that will read the information from your document for you and store it in the appropriate Banqup data fields.
To ensure that everything runs smoothly, follow these steps:
● When you see the preview, click on the arrow and then the "Add Document" button.
● If the document has several pages, click on "Add Page to Document".
● On the next screen, select where you want to send the invoice or invoice - either in the Documents section or in the sections for Accounts payable and Accounts receivable, or Incoming or Outgoing invoices.
● Confirm and specify the type of document you just shipped – is it an invoice, a credit approval or a debit or an expense? In addition, indicate whether it has already been paid or not.
● Finally, click on "Add document" and it will arrive in your Banqup account.
Banqup will then digitize the document so that the information stored in the image is reflected in the corresponding fields in Banqup.
In addition, your company's accountant will also have access to your document in Banqup, and therefore there is no need to deliver original paper invoices or documents.
Did you know that the Banqup app has other useful features?
With the Banqup mobile app, you can easily carry out financial and administrative processes on the go!
● Create an invoice in seconds and send it directly from the app to your customers. And don't worry, it will be automatically sent to the SEF so that you comply with the law.
● Review when your company's invoices have been sent, opened, accepted, and paid.
● Access your stored documents, as well as the database of clients and suppliers in the Banqup app.
To learn more about the Banqup mobile app and its endless possibilities, check out the Banqup functionality page - app.
