Importing Cash Receipts
and applying them automatically to invoices...
Importing cash receipts can be a tiresome task that consumes hours and hours.
Not only do you need to enter the cash receipt, but you then have to apply the receipt to the invoices.
For some companies, the shear volume of cash receipts makes these tasks almost a full time job.
Luckily, there is a simpler and much faster way.
This handy Excel-based import routine will import hundreds of cash receipts in a few seconds.
What's even more impressive, is that it can be configured to pull cash receipt data directly from your electronic bank statement, making the whole process super fast!
And, if that is not enough, you can also enter the details of the transactions that you would like this to be applied to, as well as the amount to apply, and the integration will do it all for you, on the fly.
Forget the laborious task of entering cash reciept by cash reciept, and complete the whole task in a few minutes.
This integration was originally developed for a particular client that 'suffered' from almost a 1000 cash receipts a month. It was taking many hours, every day, to keep up with the volumes.
This integration enables them to complete the entire month's cash reciepts within a couple of hours in one day a month.
Since then, we have helped multiple other companies use the same process for their business, saving hours and hours every month. Often, as part of this integration, we also improved other processes within their accounts team that further streamlined other processes too.
If you are interested to know if/how this can work for you, then get in touch.