The ReceiptMill phone app is a white-label document capture phone app that will display your branding, not ours. The app allows your clients to capture their receipts, invoices and documents with their smart phones or tablets and then send them directly to you, their bookkeeper or accountant, in the cloud. Additionally, the app’s voice command feature allows your clients to provide extra instructions for any out-of-the-ordinary receipts.
Upload or Email
Some documents can’t be easily captured by a phone app. The ReceiptMill cloud application allows you or your clients to log in and drop documents directly into the cloud. Spreadsheets, multi-page pdfs, Word documents can all be dropped onto the ReceiptMill cloud for processing, export, storage and retrieval.
The ReceiptMill cloud application also allows you, the bookkeeper or accountant, to link ReceiptMill to an existing email inbox. Once ReceiptMill is linked to your mailbox, any attachments that your clients send to you will be available for viewing and processing in the cloud.
Documents that you or your clients send to the ReceiptMill cloud appear in your dashboard for processing, along with any voice recordings your client provided, email text or file information.
Against each document, you can record notes and tags for reference and filing. You can also record accounting information to prepare the document for export to Xero.
If you have clients using Xero, you can set up a permanent connection between ReceiptMill and your clients’ Xero accounts.
Once you’ve recorded accounting information against the document, you can export it directly to Xero. The information you’ve recorded plus the attachment will be loaded into Xero as a draft bill, ready for posting.
ReceiptMill provides you and your clients with a white-label document management system, allowing you to easily classify, store and retrieve documents in the cloud.
The ReceiptMill File Manager allows you to create unlimited folders for your clients to help you store and retrieve their important paperwork. You and your clients can add additional notations to documents along with tags and reference information to help you search and retrieve.
And did we mention that it is all white label? The ReceiptMill cloud displays your branding and colours, not ours.
Give your clients a receipt capture app with your own branding.
The ReceiptMill phone app is designed to display your branding, not ours.
Load your logo and colour scheme onto the ReceiptMill
cloud. When your clients log into the app to capture a receipt, they see your corporate identity,
Documents that your clients capture with the ReceiptMill phone app appear in the ReceiptMill cloud application. From here, you and your clients can view, manage, process and store the documents in a central and secure place.
As with the phone app, the ReceiptMill
cloud application displays your branding and corporate identity.
Strengthen your business relationship by connecting with your clients via your own branded app and receipt management system.
Add details of your organisation or business to ReceiptMill as step one in the branding of the app.
Add your logo and define your colour scheme using the ReceiptMill branding page.
Add your clients to ReceiptMill. You can add them individually, or import them from Excel using our client import template. Once you clients are loaded and registered, they’re sent an email with their login credentials and they’re ready to use ReceiptMill.
Notify your clients that ReceiptMill is ready to use and send them a link to the Apple Store or Google Play to download the white-label ReceiptMill app.
You can configure email templates to customise the email message that your clients will receive.
Once your clients download the ReceiptMill app, they’re ready to connect. When they log into the app using their ReceiptMill login, the app is transformed to display your logo and branding.
The ReceiptMill phone app is a white-label phone app that will display your branding, not ours.
The app allows your clients to capture their receipts, invoices and documents with their smartphones or tablets and then send them directly to you, their bookkeeper or accountant, in the cloud.
Additonally, the app’s voice command feature allows your clients to provide extra instructions for any out-of-the-ordinary receipts.
The ReceiptMill cloud is a secure central repository for all of your clients’ important receipts and documents.
Documents sent to the ReceiptMill cloud can be coded and exported to Xero, or tagged and stored permanently and securely in the cloud.
Once in the cloud, you clients’ documents are fully accessible by you and your clients.
Client self service allows your clients to load, tag and retrieve their own documents.
Say goodbye to shoeboxes of paper and file transfers. The ReceiptMill cloud gives you an easy, convenient, accessible and secure way to store your clients’ important documents.
|Low monthly fee.||Instant processing of receipts via ReceiptMill.|
|A branded app for your clients.||No more shoeboxes and lost receipts.|
|No additional hardware and support costs.||Send in receipts via the app, email or log into the ReceiptMill cloud for direct upload.|
|Organise and store your clients’ paperwork securely and easily in the ReceiptMill cloud.||Add information to receipts by voice recording, comments or tags.|
|No more paper!
The ReceiptMill File Manager gives you a fully branded document management system to share with your clients.
|Central place to store and retrieve your important documents.|
|Easy and convenient, accessible to you and your clients anytime.||Accessible 24/7.|
|Set up a permanent, direct connection to Xero.|
|What you get||Monthly Pricing|
|Your own branded app distributed to your clients to capture receipts.||$19 per client per month|
|Create your own organisation in the ReceiptMill cloud. Load your own logo and colour scheme, register your clients and set up advisors (bookkeepers.)|
|A white – label, cloud based document management system for you and your client, branded with your logo and colours.|
|Unlimited Advisors & Unlimited Clients.|
|Automatic integration of receipt details and image with Xero.|
|1GB storage per client. This allows around 10,000 images per client. Additional storage can be purchased at any time, if required.|