Knowledge Base

Transfer Ownership of Your Acxite Account The account owner plays a key role in the Acxite app, which allows users to perform billing and account-related tasks. By default, when you sign up for Acxite, you become the account owner, but sometimes the person responsible for billing tasks does not sign up directly for Acxite. In […]

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.

Onboard/Offboard Client to Practice Acxite is a comprehensive accounting platform designed to streamline financial management for various businesses. Whether you are an accountant managing multiple clients or a business owner overseeing several entities, Acxite allows you to manage multiple businesses efficiently from a single set of credentials. This article will guide you through onboarding new

Record Transactions via Email Acxite is a complete accounting software that helps you manage your finances with ease. You can handle ledgers, prepare reports, and stay compliant with tax requirements such as MTD, all in one place. What makes Acxite even more powerful is that it uses Receipt Bot’s automation features to handle your documents.

Maintain your Practice Details and Branding As a business owner, establishing a strong brand is vital for making a lasting impression. Acxite understands the importance of your brand identity, allowing you to maintain your business details and branding directly within the platform. This article guides you through updating your business profile and adding a business

Manage Payment Methods After setting up your business in Acxite, it is essential to create and maintain an up-to-date list of your payment methods. This ensures that Acxite’s intelligent document processing accurately links all uploaded invoices and receipts to the corresponding payment method within your financial records, streamlining your bookkeeping and financial reporting. Table Of

Overview of Supplier Statements & Sales Ledger Module The Sales Ledger and Supplier Statement module in Acxite makes it easier to manage your records without dealing with manual data entry. You can upload your supplier statements or sales ledgers, and Acxite will extract the transactions for you. Once the data is processed, it appears in

Overview of Practice Management The practice management in Acxite gives you a high-level, central view of every client/business you manage within your practice account. Prerequisites Before you can use the practice management dashboard, you must: Practice Management Navigation Step 1 – Navigate to the Practice Management page by clicking the gear icon in the top

Overview of the Sales Module The Sales Invoice module in Acxite enables you to record and manage customer invoices easily. You can create invoices by entering data directly or uploading documents for automatic extraction and processing. You can add invoices through the web application, email inbox, API, or Zapier workflow integrations. Once added, Acxite organises

Manage Contacts and Set up Master Data Rules After setting up a business, you should add a personalized contact list in Acxite. By setting up this list, you increase the accuracy of the contact identification and assignment process performed by Acxite. In this article, we will cover how to update contacts and setup rules for