For clients that find it tough to manage their day to day cash flow and need to have an accurate picture of where they are heading then this provides great value.įloat connects to your Xero account, and helps you build up an accurate cash flow forecast. Viable alternatives: Hubdoc – this is a Xero owned product, but we prefer ReceiptBank.įloat is another one of our favourites. We offer a free account to all of our clients. The integration with Xero, ease of use, and the fact it stores all your records is too good to pass up on. Receipt Bank is a tool you should be using. Who’s it best for? Everyone – doesn’t matter if you have 1,000 transactions a month or 100 a year. 100% of our clients are using Receipt Bank and we wouldn’t have it any other way. Get rid of that shoe box full of receipts, stop missing out on claiming personal expenses and cut down your daily hassle. The key information is extracted, matched to Xero bank transactions where possible, and then the documents can be attached and reconciled against the transactions in your Xero bank feed. Invoices are scanned and saved to your Receipt Bank account. The handy Receipt Bank app lets you take photos of receipts and upload them, you can forward emails which include invoices to your dedicated Receipt Bank email (attached or in the email body), or Receipt Bank can fetch invoices directly from a large number of suppliers. Say goodbye to paper receipts and invoices, Receipt Bank stores digital copies of these for you, and for the full 6 years which HMRC requires. Excluding Xero this is the best tool that needed to be made for the cloud accounting era. We love Receipt Bank – probably our favourite app for time saving and efficiency reasons. You name it there’s an App for it.īut where do you start, and which ones are any good? We have gathered feedback from our clients, we have also tried and tested these apps at PennyBooks HQ – now we’re giving you a no-frills guide to which ones are worth using.īest app for managing receipts and invoices – Receipt Bank There are a whole host of Applications which connect to Xero via the cloud, performing a wide range of services – all designed to save you time, improve efficiency, reduce costs, boost profits. Xero Applications – What you need to know
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