How to easily upload invoices and receipts

19/10/2021

When you buy fuel, do you put the receipt in the big pile with the other receipts in your car? Do you print and collect all of your invoices in boxes? Is your cupboard so full of invoices it’s about to explode?

Upload invoices and receipts into Banqup

If the answer is yes, then the Banqup mobile app is the perfect solution for you! Via the Banqup mobile app you can quickly and easily upload invoices and receipts in just a few steps. You don’t have to keep the paper documents as you can share them directly with your accountant.

Download the app

The app is available on both iOS and Android. You can download from the links below:

  • Android
  • IOS

Take a photo of the invoice or receipt

Once you have downloaded the app, simply click on the plus icon in the bottom right of the screen and tap ‘Take a Photo’.

The app automatically opens the camera on your mobile phone. Place the invoice or receipt on a flat surface. Make sure your document is captured within the green frame on the screen, the app will then automatically take a picture of the document.

The app will notify you if there is inadequate lighting, in which case just simply move to a more well lit location.

Indicate the type of document

Once the image has been captured you will be given the option to upload your invoice or receipt. Tap on the up arrow on the overview page and then tap ‘Upload Document’. If the document has several pages, tap ‘Add page to document’.

On the next screen choose where you want to upload the invoice or receipt. Is it an invoice/receipt for Accounts Payable, Accounts Receivable or a document for your Banqup Doc Centre? Tick your choice and tap ‘Upload’.

Next, confirm and indicate the type of document you have just uploaded. Is it an invoice, credit note or an expense? Select your choice and state whether you have already paid the document or not.

Finally, tap on ‘upload document’ to place your document in your Banqup account.

Share the document with your accountant

Congratulations! You have now successfully uploaded the document into your Banqup account! To share the documents with your accountant, you can either accept them for Accounts Payable or send/archive them for Accounts Receivable.

Bonus Step

You can throw away or shred paper invoices and receipts. Everything is safe and confidentially captured on Banqup! Now your car and cupboards will look much tidier. Sound like a simpler and smarter solution to you?

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