Smarter Week

How to automate it

How to automate “key in bills, invoices and receipts”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
80%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Capture bills and receipts automatically instead of keying them

Dext, Hubdoc, AutoEntry, BILL and the receipt capture in QuickBooks and Xero read bills sent by email or photo and create the entry for you to approve.

Typically saves about 65% of the time1 h to set up
  1. 1Set up a capture tool for each client (Dext, Hubdoc, AutoEntry, BILL, or QuickBooks or Xero built-in capture).
  2. 2Give clients the forwarding email address and the mobile app.
  3. 3Set supplier rules so repeat bills code themselves.
  4. 4Review and publish in batches once a day.

Tools: Dext · Hubdoc · AutoEntry · BILL · QuickBooks receipt capture · Xero bills email-in

Quick wins

Have you tried…

Do bills and receipts get read and entered automatically by a tool like Dext or Hubdoc?
Clients email or photograph their bills, and the tool reads the supplier, date, amount and tax and creates the entry for you to approve.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Accountant / Bookkeeper (firm)

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Other common tasks for Accountants / Bookkeepers (firm)