How to Upload Documents Using AgExpert Accounting Mobile
What you need to know:
The AgExpert Accounting mobile app lets you capture documents such as purchase receipts and sales invoices while you're on the go. You can take a new photo of a document or upload an existing image, then submit it to AgExpert Accounting as a withdrawal, deposit, payable charge, or receivable charge. Using Optical Character Recognition (OCR), the app can automatically extract details such as the document date, total amount, taxes, and contact name. Once submitted, the document is uploaded to the Pending transactions area in AgExpert Accounting, where you can review and complete the transaction by assigning the appropriate income or expense accounts.
What you need to do:
Have the AgExpert Accounting Mobile app installed on your phone.
Have receipts ready to scan with the app or photos on your phone.
How to (Step by Step):
Open the AgExpert Accounting Mobile app.
Click Sign-in and enter your Email Address and Password.
Note: Use the same sign-in credentials you use for the website.
Use the drop-down menu to select your Business.
Use the drop-down menu to select the Fiscal Year for your receipt.
The app defaults to the Capture page. Click the Blue Plus sign +.
Select the type of transaction for your uploaded document: Withdrawal, Deposit, Receivable charge, or Payable charge.
You have two options to attach a document:
Take a picture:
- Use your phone’s camera to take a photo of the document. If you are happy with the photo, click Done to keep it.
Note: You can click the blue X to remove the photo and start over.
- You can add additional photos to the upload with the Camera + icon. Click Done when you have completed your photos and the captured documents will start to be uploaded to the Accounting website.
Or select from photo library:
- Select one or more photos from your phone and click Done. The document will be uploaded to the Accounting website.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the question mark Icon in the top right of AgExpert Accounting at any time.