Understand the Different Modules
Acxite is designed to make accounting feel simple and organised. Instead of working across multiple tools, you can manage all your financial documents in one place. The platform is divided into modules that cover purchases, sales, bank statements, supplier reconciliation, and other documents, each built to handle a specific part of your workflow. By choosing the modules that fit your needs, you can reduce manual work, improve accuracy, and keep your records ready for reporting.
Prerequisites
Before exploring Acxite’s modules, ensure you have:
- An active Acxite account.
- Successfully logged into your Acxite business.
Purchases Module
The Purchases Module in Acxite makes it simple to record and manage supplier bills. You can create invoices manually or upload documents for automatic extraction, with key details like supplier names, dates, totals, and VAT captured instantly. The organised dashboard enable you review, edit, filter, and classify purchase data with ease, while bulk imports and document transfers save time for larger volumes. With built-in validation and error notes, Acxite ensures your purchase records stay accurate, complete, and ready for reporting. Please refer to the following article for details: Overview of Purchase Module.
Supplier Statements
The Supplier Statements module helps you manage the records you receive from your vendors. Instead of going through long PDF statements line by line, you can upload them into Acxite and see every transaction extracted into a clear digital grid. From there, you can link each line to existing purchase invoices, create new ones, or reconcile credits and payments. This keeps your supplier accounts consistent and saves you time while ensuring your purchase ledger always matches up. Please refer to the following article for details: Overview of Supplier Statements & Sales Ledger Module.
Sales Module
The Sales Module in Acxite helps you manage customer invoices effortlessly. You can create invoices manually or upload documents for automatic extraction, ensuring that key details, such as customer names, dates, amounts, and VAT, are captured accurately. The module allows you to review, edit, filter, and organise sales data while keeping everything stored neatly in one place. With flexible options like CSV import, document transfers, and invoice reclassification, Acxite makes it simple to stay on top of your sales records without extra manual work. Please refer to the following article for details: Overview of the Sales Module
Sales Ledger
The Sales Ledger module is designed for tracking your business revenue and customer transactions. When you upload your sales records or ledgers, Acxite automatically extracts and organises the details into a standard format. You can then create sales invoices, record credit notes, or match items against documents you’ve already added. This makes it easy to keep customer accounts accurate, ensure all revenue is captured, and maintain an organised sales history inside Acxite. Please refer to the following article for details: Overview of Supplier Statements & Sales Ledger Module
Bank Statements
The Bank Statements module helps you turn complex bank and credit card statements into clean, usable accounting data. By uploading your statements, Acxite automatically extracts every transaction and standardises the details, so you don’t need to enter them manually. You can review, edit, or categorise each line, and even create invoices directly from your transactions. This keeps your financial records accurate, your ledgers up to date in Acxite. Please refer to the following article for details: Overview of the Bank Statements Module
Other Documents Module
The Other Documents Module in Acxite is designed to handle all your business records that fall outside the usual purchase, sales, or banking workflows. Whether it’s payroll reports, expense claims, supplier statements, or any custom financial record, this module ensures nothing slips through the cracks. By supporting a wide variety of formats, Acxite gives you the flexibility to centralise and manage every document in one secure place.
Flexible Document Types
You can upload and process documents of any kind (from structured financial reports to one-off business files) without being limited to a predefined category. The system ensures all supporting records for your business are managed efficiently. Follow the steps below to save other document.
Step 1 – Navigate to the Other Documents module from your Acxite business menu.
Step 2 – Click Upload Document and select any business document you wish to store or process.
Step 3 – Acxite will automatically capture key details from the Document. Review the extracted data.
Step 4 – Assign a custom Document Type or tag to categorise the file as needed.
Step 5 – Save the Document, making it searchable, editable, and ready for reporting within Acxite.
Other Features
–Upload History: View a complete log of all uploaded documents with their processing status.
– Other Documents: Access files specifically categorised as “Other,” outside of Purchases, Sales, and Bank.
– Recycle Bin: Deleted files are kept here for recovery or permanent removal.
– Email Upload: Check and manage files received through your email inbox integration.
Toolbar Options
– Filter: Quickly narrow down documents by date, status, uploader, or module.
– Refresh: Update the view to see the latest processing results or document changes.
– Grid View: Switch between display layouts for easier review of data.
– Hide/Show Columns: Customise your table view by displaying only the columns you need.
Frequently Asked Questions (FAQs)
What if a document doesn’t fit into the Purchases, Sales, or Bank Statements modules?
The “Other Documents” module in Acxite is specifically designed to handle any business record that doesn’t fit into the main categories.
How does Acxite save time compared to manual data entry?
Acxite automates the capture of data from invoices, bank statements, and other documents through Receipt Bot, so you don’t have to type everything line by line. This means less manual work, fewer errors, and more time to focus on tasks that actually drive business growth.
Can I upload documents in different ways?
Yes, you can upload through the web app, forward files by email, connect via API, or even use Zapier for automated workflows. No matter how you prefer to work, your documents flow seamlessly into Acxite with minimal effort.