Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking woul...
For Receipts
A mobile App Andriod/Apple that has the ability to take a picture of receipts and import into myob
The app would auto crop the picture import and store in the cloud or on local pc
and then the ability to allocate the receipt directly into myob or to a pending area for a bookkeeper to check ? Similar to a bank feed
The App would ask a few simple questions where you fill in the blanks
How you paid ? i.e. Credit Card, cash etc (Have the ability to only allow certain payment methods)
Amount?
Auto Fill Description? i.e. Woolworths Petrol (Have it remember previous descriptions to reduce data entry)
Select Expense Type? I.e. Fuel (From a drop down box)
Based on Expense Type it would select the appropriate expence account pre determined by the bookkeeper/accountant/business owner.
Where its not in the list they would select "Other" and Enter a expense description, It would need to be "Approved" by the Bookkeeper/owner who would allocate the correct expence account and once approved it would appear in the list for staff to use.
For Invoices
Have the ability to enable a prompt when entering supplier invoices that it will ask for it to be scanned
This could be from a picture from a mobile device like the above description
or a
Scan from a Scanner/MFD
Or by attaching a ecopy of the invoice that you already have.
For both options above Receipts and invoices, have the ability to generate a list that highlights receipts/invoices that dont have a pdf copy linked so it can be fixed
so we cant use this function to spend money ie when we use a credit card or cheque???
it should be on the app so we can enter the data straight away - i went live so i could ge tthe app and enter purchases on the spot and give my supplier a P/O umber and enter the details and enter all my spending of money .... only to find that the mobile app is useless - now i have 3 tablets i bought for my staff that are only getting used for playing games on...