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Digitization

The end of paper: Share documents digitally with your accountant in real time

September 12, 2023
3
minutes of reading

Are you tired of wasting paper on invoices, files and other types of irrelevant documents? Then you've come to the right place! Here we'll show you how much simpler everything is with Banqup and how you can do everything more securely, in real time and 100% digitally.

Did you know that?

Banqup already has numerous document and process management functionalities... sales invoices, purchase invoices, receipts... How do you currently deliver your documents to your accountant? At the end of the month, do you carefully load them into the Drive catalog and the accountant enters them into the accounting software? Or do you print out a stack of papers and then file the documents manually? A lot of monotonous and time consuming work, with Banqup everything can be easier!

With Banqup, you can send invoices and receipts to your accountant automatically, digitally and in real time. For this you have several possibilities:

  • of Banqup documents (invoices with attachments, checks, other documents, comments).
  • Automatically by e-mail.
  • The accountant can add the company's Banqup account as a user.

Share documents directly through the accounting software

‍The connection with the accountant's office allows paperless communication with the accountant, since both invoices and receipts digitized in Banqup reach him automatically and in real time. The advantage is that the accountant spends much less time managing your company's documents. He doesn't even have to enter the receipts manually anymore.

At the moment Banqup is connected with some management programs and we are constantly creating more connections. The activation of the connection is free of charge and no computer skills are required.

‍Banqup Documentation Center

In the Banqup documentation center you can exchange documents with your accountant in both directions, as well as scanned invoices and receipts, invoice attachments, comments, contracts and other documents. When one of you adds documents there, the other will receive an e-mail notification.

Instructions for automatically sharing documents in the document center can be found HERE.

The connection to the accounting software and the document center are features of the Premium and Optimum packages. To activate one of these packages, simply select the "Pricing" menu option on the Banqup website.

Automatic sending of documents to your accountant's e-mail address

‍Although at first glance this possibility may not seem like a breakthrough, it is actually a great advantage over standard email communication and saving documents in the Drive directory. In other words, as it is an automatic transmission, there is no need to write an additional email and send it to the accountant, but the accountant will still receive the documents in real time, instead of receiving them all at once at the end of the month. Among other things, receipts already digitized - save time and brains!

Instructions for automatically sharing documents by email can be found HERE.

You can also add an accountant as a user of your company's Banqup account.

Another easy option, especially if your company's accountant is in charge of invoice management. How to add Banqup users, read HERE.

Simply consult your accountant and follow these steps: digital and real-time connection, no more red tape and sudden document input!

Wondering how to optimize your electronic invoicing and payments with Banqup?

On our website you will get all the information!


BANQUP | Much more than electronic invoicing

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