Tools & Utilities

Overview

ABBPay provides several utility tools to streamline your accounting operations. These include receipt scanning, compliance tracking, accountant access management, and receivables/payables monitoring.

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Receipt Scanner

Overview

The Receipt Scanner uses OCR (Optical Character Recognition) to automatically extract data from uploaded receipts and create expense records.

How to Use

1. Navigate to Account > Receipt Scanner (or use it during expense creation).
2. Upload a receipt by:
   • Drag and drop the file onto the upload area, or
   • Click to browse and select a file.
3. Supported formats: JPG, PNG, PDF, GIF, WebP (max 10MB).
4. The system processes the receipt and extracts:

Document Status

Dashboard Statistics

Creating an Expense from a Scanned Receipt

1. After processing, click Create Expense on the completed document.
2. A pre-filled expense form appears with extracted data:
   • Expense Date (auto-filled)
   • Description (auto-filled)
   • Subtotal/Amount
   • VAT/Tax Amount
   • Total Amount
   • Supplier (auto-matched or manual selection)
   • Category
   • Reference Number
3. Review and adjust the data as needed.
4. Click Save to create the expense.

Actions

• Reprocess - Re-run OCR on failed or pending documents
• Delete - Remove uploaded documents

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Compliance Reminders

Overview

Track and manage your business compliance deadlines including tax filings, payroll submissions, and company returns.

Dashboard Statistics

Reminder Types

• VAT Returns
• Tax Filings
• Payroll Submissions
• Annual Returns
• Quarterly Reports
• Other compliance tasks

Creating a Reminder

Notification Settings

For each reminder, configure:

• Email reminder - Toggle on/off
• SMS reminder - Toggle on/off
• In-app reminder - Toggle on/off
• Reminder days - Notify at 14, 7, 3, 1, and 0 days before deadline

Managing Reminders

Status Indicators

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My Accountant

Overview

Invite and manage accountant access to your ABBPay account. Accountants can view your financial data and assist with compliance.

Inviting an Accountant

1. Navigate to Account > My Accountant.
2. Click Invite Accountant.
3. Enter the accountant's email address.
4. The accountant receives an invitation email.

Managing Accountant Access

• View invited and active accountants
• View invitation details and status
• Revoke access when needed

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Who Owes You

Overview

Track all outstanding customer invoices and monitor your accounts receivable.

Features

• Customer list with outstanding amounts
• Invoice status indicators
• Analysis summary metrics
• PDF export functionality

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Who You Owe

Overview

Track all outstanding supplier bills and monitor your accounts payable.

Dashboard Statistics

Features

Search & Filter

• Search by supplier name, email, or company name (live search with debounce)
• Status filter: All Outstanding or Overdue Only

Table Columns

Sorting

Click column headers to sort ascending/descending by:

• Supplier name
• Oldest bill date
• Amount owed

Export

• PDF report of all outstanding payables

Empty State

When all bills are paid, displays an "All Clear!" message.

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Payment QR Codes

Overview

Generate QR codes for customers to scan and make payments directly.

Creating a QR Code

Actions

• Set as default QR code
• Edit
• Delete (single or bulk)

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Smart Pension

Integration with Smart Pension for workplace pension management.

Navigate to Account > Smart Pension to access pension management features.

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Transactions

Overview

View all financial transactions across your account in a single, unified table.

Features

• Searchable, sortable data table
• Payment details slide panel
• Export options: Excel and PDF
• Download transaction attachments

Actions

• View payment details
• Download attachments
• Export to Excel
• Export to PDF