Accounting Ideas

Integration with email app for quick and direct upload of suppliers PDF purchase invoices, and automatic extraction of data, into Sage accounting app

Currently we manually save PDF invoices into a shared cloud folder, which our bookkeeper then enters into Sage manually and links with transactions. We're considering third party applications such as Receipt Bank, which make it possible to simply forward suppliers emails to the Receipt Bank app, which extracts data (amount, VAT, invoice number and date etc) from the PDF invoice attachment, (it can also scan paper receipts and allows 'rules' to be set up for repeat suppliers), which can then be uploaded to Sage. However it would be cleaner to do it directly through the Sage application. Either way we'd like to save manual entry of purchase invoices / receipts by our bookkeeper.

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  • Nov 20 2020
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