Knowledge Base

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 […]

Set up Document Upload & Collection Acxite’s intelligent document processing eliminates manual data entry by allowing you to easily upload various financial documents, such as purchase invoices, sales invoices, payment receipts, credit notes, and bank or credit card statements. Once uploaded, Acxite uses Receipt Bot to extracts the relevant data and creates the corresponding accounting

Set Up Conversion Date and Balances in Acxite Getting started with a new accounting system is a significant step, and Acxite makes it straightforward. This article will guide you through the crucial process of setting up your conversion date and opening balances in Acxite. Prerequisites Before you begin, please ensure you have the following: Understand

Generate Basic Reports Acxite’s intelligent document processing automatically extracts data from your uploaded bills, receipts, sales invoices, and other financial documents. This not only streamlines your bookkeeping but also empowers you to generate comprehensive reports directly within the platform. These reports allow you to quickly analyse your business’s financial performance, evaluate costs and revenue, and

Overview of Bank Statement Module Acxite’s bank statement processing module provides a streamlined approach to managing your business’s financial transactions. This core feature within the Acxite accounting platform automates the extraction, review, and categorisation of data from your bank and credit card statements, ensuring accurate and effortless bookkeeping. By leveraging advanced data extraction and validation,

Overview of Business Configurations Acxite is your all-in-one accounting software, designed to make managing your business finances effortless. With Acxite, you can easily control how your business operates within the platform, from updating essential details to managing user access and setting up automated bookkeeping. This guide will walk you through configuring your business settings, ensuring

Import Transactions from PDF Bank Statements Manually entering transactions from PDF or scanned bank statements is a time-consuming and error-prone task. This article explains how to use Acxite’s intelligent document processing to convert PDF or scanned bank statements into digital data. This powerful feature, powered by advanced OCR technology from Receipt Bot, reads your statement

Setup Custom CSV Download Formats Acxite offers several ready-made formats for downloading your bank transaction data. However, if you require a specific layout, you can design a custom CSV Excel format within Acxite to download your statement data, ensuring it perfectly matches your business’s financial reporting and analysis needs. This feature is an integral part

Transfer Account Ownership This article explains how Acxite enables you to effortlessly manage your business finances and collaborate with your team. Acxite, as a comprehensive accounting platform, provides robust features for adding new businesses, managing user access, and ensuring a smooth workflow for all your financial tasks. Whether you’re an accountant managing multiple clients or

Download Original Receipts/Bills/Invoices in Bulk with Advanced Filters Acxite securely stores all the documents you upload, providing you with an accessible online archive (powered by Receipt Bot). This article explains how to download your original receipts, bills, and invoices in bulk, which is useful for keeping offline records or providing supporting evidence to tax authorities.