uploading expense receipts into reckon hosted

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Sid Verma
Sid Verma Member Posts: 10 ✭
edited September 2020 in Accounts Hosted
We use Reckon Hosted for our 3 businesses. Needless to say, there are plenty of expense receipts (fuel, parking, meals,, etc..) for each one of them. Instead of entering every single receipt into Reckon Hosted, I would like to:

- Use a Mobile based App through which I can take a pic/scan the receipt that automatically identifies the date, supplier, amount for each receipt.
- export that data to a CSV file.
- Import that information directly into Reckon Hosted.
- Make minor adjustments to ensure information is accurate in Reckon hosted.

Questions:
Are you aware of any such mobile apps that can (or you are using) to record receipts?
Is there a way to import that information into Reckon Hosted.

Many thanks.

Sid

Comments

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited September 2018
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    Brilliant to achieve But to do all that in RAH is complicated and expensive mobile app to do .
    Also there may not be enough market . We have though a great ultra modern Invoice app for RAH We are looking for more testers for this Invapp which is Android based and works on desktop browser

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Sid Verma
    Sid Verma Member Posts: 10 ✭
    edited July 2016
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    Hi Kevin, I find that the Expensify app works quite well in separating expenses / receits for each business. It also captures the Amount (total only) and an expense category (Fuel/Entertainment etc.. that I can specify or create my own). I can also export the data into a CSV file. My problem is, how do I import these into RAH and match it to the correct category? Is there some sort of a spreadsheet format/matchng that needs to be done?

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
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    Hi Sid,

    Have a look at Concur (AU) and Entryless (US) as both offer csv exports and will be joining our eco-system in the near future.
  • Sid Verma
    Sid Verma Member Posts: 10 ✭
    edited July 2016
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    Thanks Jason, I suppose the question is how do we import that csv data into RAH?
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited September 2018
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    Sid we do for desktop as I told you on the phone but you need to download may be every week and upload and as for RAH if there is enough market we can consider RAH integration

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
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    Hi Sid,

    Chandra can do this below, or look at a tool like zed systems importer. If you want something that works 100% for your business and is designed for your export format than Chandra's team does that very well. Zed is more generic and you map your own format.

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