And this is how it works...
Download app
The Accounto mobile app is available for iOS and Android. The download takes place via the respective App Store and is free of charge.
Download Android:
Download iOS:
Login
The same login data must be used for the mobile app as for the online platform.
If you do not have any login data yet, you have to be invited by the company first. In this article we will show you how to accept the invitation by e-mail and how to register.
Scan Documents
Open the mobile app and select the desired client.
Click ⨠ +.
a. Choose between camera ccanner and gallery if you have already photographed the document.
Hold your smartphone over the document to be scanned.
a. The scanning process now starts automatically and is finished with the countdown 3...2...1.... is finished. Click ⨠OK or ⨠Repeat.
The captured document still needs to be supplemented with additional information.
Add photo (multi-page document)
Here you can add more pages of the same document.
Description and date
Enter the invoice date and the description of the document here.
Payment method
Specify here the payment type used for the expenses on the scanned document.
Explanation payment methods
Credit card | The amount was paid with a company credit card. |
Debit card | The amount was settled with a company debit card (Maestro card/EC card) and is debited directly from the corresponding company account. These debit cards are immediately debited from the bank account. |
Cash | The amount was settled with cash of the company - from the cash register. |
Accounts payable | The scanned document is a supplier invoice (vendor invoice). |
Accounts receivable Invoice
| The scanned document is an invoice from a customer (customer invoice). |
Employee expenses
| The amount was paid privately. The receipt is entered as an expense and can thus be reimbursed to the employee. |
Other | The uploaded document is usually not accounted for (NOT relevant for accounting purposes). This category corresponds to documents that you only want to store in the cloud. These would be for example: Insurance policies, employment contracts, etc.
There are exceptions where the document will still be posted (e.g. cash sales receipts). If a document (e.g. vendor invoice) is accidentally uploaded as other, although it should be posted, the document will be escalated and must be posted manually. |