Knowledge Base

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

Overview of the Purchases Module The Purchase Invoice module in Acxite helps you record and manage supplier bills with ease. You can create invoices by entering data directly or uploading documents for automatic extraction with Receipt Bot. You can add invoices through the web application, email inbox, API or Zapier workflow integrations. Once added, Acxite

Manage Categories/ Chart of Accounts Acxite uses Receipt bot to revolutionizes the categorization of your expenses, eliminating countless hours spent on data entry and manual classification. Many users invest significant time and effort into data entry of bills or receipts and ensuring that each transaction is appropriately categorized. Classifying expenses correctly is essential for meaningful

Manage VAT/GST Rates Acxite simplifies your bookkeeping by automating expense tracking in real-time. The system can automatically calculate VAT amounts from bills and receipts during data extraction. To ensure accurate VAT/GST processing, it is crucial to configure Acxite with the correct VAT/GST settings. Option 1: Manually Set VAT Status for Automatic Rate Creation If you

MTD Income Tax Submission Acxite streamlines your Making Tax Digital (MTD) for Income Tax by automatically preparing your quarterly updates from your recorded paperwork. By simply uploading your invoices, bills, and receipts, Acxite’s powerful data extraction engine converts them into digital transactions. From there, you can review your summary, finalise the figures, and submit your

Set Up New Business/Practice  In Acxite, all records and submissions are linked to a Business. A “business” can be a registered company, sole trader, partnership, department, or charity. Setting up a business correctly ensures accurate VAT and ITSA submissions and maintains consistent accounting records.  This article explains how to add a new business in Acxite.

MTD VAT Submission Acxite simplifies your Making Tax Digital (MTD) for VAT filing process by automatically calculating your VAT return figures from your recorded invoices, bills, and receipts. Once your data is in Acxite, you can review, finalise, and submit your return directly to HMRC in a few simple steps. This guide will walk you

Connect Acxite to HMRC Streamline your tax filing by connecting your Acxite account directly to HMRC. This secure connection allows you to submit Making Tax Digital (MTD) for VAT and Income Tax Self-Assessment returns in just a few clicks, saving you time and reducing manual errors. Pre-requisites To ensure a smooth connection process, please have