Discover the secret to effortlessly managing your invoice documents! Say goodbye to tedious manual data entry with the innovative Banqup app. Discover how you can easily capture, save and approve your receipts on the go to keep your financial transactions running smoothly.
When you buy fuel or go to a restaurant, what do you do with your receipt? Does it end up crumpled up in your wallet or somewhere in your car? And at the end of the month, do you collect a handful of receipts and take them to your tax advisor with your other documents? Don't make life even harder for yourself and your accountant - simply download the Banqup app and make your life easier!
If the beginning of the story sounds familiar, know that with the Banqup app you can upload your receipts and invoices to Banqup even when you're on the move. Paper documents no longer need to be kept as long as they are securely stored in Banqup.
Share your receipts and documents automatically and in real time with your tax advisor and ensure that they can import them directly into their accounting software.
Download the application and follow these three steps!
Download the app
Download the Banqup app to your smartphone or tablet free of charge.
Once you have downloaded the app, follow these simple steps.
Take a photo of your receipt or invoice
Open the app, click on the "+" button in the bottom right-hand corner of the screen and tap on the "Take a photo" button.
The app automatically opens your phone's camera. Place the invoice or receipt on a flat surface and make sure that the document fits into the green frame on the screen. The Banqup app will then automatically take a photo of your document.
Upload your document
Once your image has been captured, you can upload your invoice or receipt to the Banqup platform without manual data entry - Banqup's intelligent digitisation function automatically reads the information from your document and saves it in the correct Banqup data fields.
To ensure that everything runs smoothly, please follow these steps:
- Tap on the plus symbol in the preview and then on the "Upload document" button.
- If the document consists of several pages, tap on "Add page to document".
- On the next screen, select where you want to upload the invoice or receipt - either to the Doc Center, Purchases or Sales.
- Confirm and specify the type of document you have just uploaded - is it an invoice, a credit note or an expense? Also indicate whether the document has already been paid or not.
- Finally, click on "Upload document" and the document will be saved in your Banqup account.
Banqup digitises the document so that the information stored in the image is displayed in the correct fields in Banqup.
By the way: The Banqup app has even more useful functions!
The Banqup app makes financial and administrative processes easy on the go!
- Create invoices in seconds and send them to your customers directly from the app.
- See when your company's invoices have been sent, opened, viewed and paid.
- Access your customers, suppliers and documents stored in Banqup from the app.
To find out more about the Banqup app and its countless possibilities, take a look at the Banqup app.
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