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Post Info TOPIC: Looking for ideas on who to use for scanning receipts


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Looking for ideas on who to use for scanning receipts


Hi,

I'm looking for some software for a client who uses Sage Business Cloud (may be switching back to Sage Professional) where employees can scan and upload receipts for expenses. They are currently entering everything onto excel and Sage so they are looking to really cut back on the amount of time it takes at the moment. I have never used any of the products on the market so don't really want to offer them any products just yet. I don't know how many expense receipts they have as forgot to ask the question. I cant see them having copious amounts for the 10 employees. 

What software are people using on here?. Which best intergrates with Sage.

Thanks

 



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Master Book-keeper

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Hi Nicole

I would suggest the Fugitsu Scansnap IX1500, although at £500 it isn't cheap.

 

 



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



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Seconded

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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



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Hi John I've just had a look at Fugitsu and it looks like just the one scanner. Am I right? I've probably not explained myself. What they need is something that each employee can have on their phone or another device where they can scan their own receipts and then upload to maybe a drive. So they can then export into Sage. Or even some app or software that would send the uploaded receipt straight to Sage. I've seen Sage do something like I've mentioned but it seems to be for the one user.

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Master Book-keeper

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Client uses one, cannot recall the name.



-- Edited by Cheshire on Saturday 16th of November 2019 11:41:53 AM

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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



Master Book-keeper

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Ah right, yes I did misunderstand you.  



-- Edited by Leger on Friday 15th of November 2019 10:18:37 PM

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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



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Nikole wrote:

What they need is something that each employee can have on their phone or another device where they can scan their own receipts and then upload to maybe a drive. So they can then export into Sage. Or even some app or software that would send the uploaded receipt straight to Sage. I've seen Sage do something like I've mentioned but it seems to be for the one user.


 The steps for handling receipts are basically

a) Taking a photo - that can be done with a scanner or a phone

b) Analysing it into text - there are lots of systems for this and it can be uploaded and then analysed

c) Trying to work out using AI or something what it is and posting the data into an accounting system.  (Sage or whatever).

I know a, and b quite well, but don't know much about c) as I have not seen how well this works in practice.

It is, however, quite easy to get photos taken and them then uploaded to a server.

 

 

 



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Master Book-keeper

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johnhemming wrote:
Nikole wrote:

What they need is something that each employee can have on their phone or another device where they can scan their own receipts and then upload to maybe a drive. So they can then export into Sage. Or even some app or software that would send the uploaded receipt straight to Sage. I've seen Sage do something like I've mentioned but it seems to be for the one user.


 The steps for handling receipts are basically

a) Taking a photo - that can be done with a scanner or a phone

b) Analysing it into text - there are lots of systems for this and it can be uploaded and then analysed

c) Trying to work out using AI or something what it is and posting the data into an accounting system.  (Sage or whatever).

I know a, and b quite well, but don't know much about c) as I have not seen how well this works in practice.

It is, however, quite easy to get photos taken and them then uploaded to a server.

 

 

 


 

Analysis important -  need to build in authorisation otherwise stafff take the proverbial. 



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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



Master Book-keeper

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We are trying to encourage joining in the site with some off topic info, because the site is dying. Use it or lose it. Be good if also you can help others, given the wide knowledge you must have gained over the last few years. www.book-keepers.org.uk/t66053678/friday-fun-151119/



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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



Expert

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I think what you're referring to Joanne, is a part of John's step c - the trying to work out what it is would include ensuring it's valid.

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Vince M Hudd - Soft Rock Software

(I only came here looking for fellow apiarists...)



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Cheshire wrote:

We are trying to encourage joining in the site with some off topic info, because the site is dying. Use it or lose it. Be good if also you can help others, given the wide knowledge you must have gained over the last few years. www.book-keepers.org.uk/t66053678/friday-fun-151119/


 I don't come on here every day. By the time I come on here questions that I could answer have been answered so why clog up responses when already answered. 



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Master Book-keeper

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Nikole wrote:


 I don't come on here every day. By the time I come on here questions that I could answer have been answered so why clog up responses when already answered. 


 

perhaps us old nags can stop the responding for a few days and give a few others a chance.wink

Although its not an issue if you clog up responses as its often good to hear from a few folk that thoughts are on the right (or wrong) track.   Plus dont forget to wade in on the no topic/daft ones....it all helps. Besides I know you are as nutty as I am, so would be a welcome contributor! biggrinbiggrin

 



-- Edited by Cheshire on Monday 18th of November 2019 08:02:57 PM

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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



Senior Member

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If you don't mind me droning on and talking rubbish at times then you'll see more of me

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Master Book-keeper

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Nikole wrote:

If you don't mind me droning on and talking rubbish at times then you'll see more of me


 Feel free to drone on no talk as much rubbish as you can.  Cannot possibly be more than the rest of us!



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Joanne  

Fallows Hall Ltd 

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

 



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Rubbish, in fact, is one of my "special subjects". I have even raised the issue of Rubbish with the United Nations. If you are interested in this you can read about it here:
www.unece.org/environmental-policy/conventions/public-participation/aarhus-convention/tfwg/envppcc/envppcccom/acccc2016142-united-kingdom.html



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