You write down your cash payments on paper or in a file? No need to type everything again: send your cash list to BILLY, it is read automatically and your movements are prepared for you ✨
Before you start
Add one PDF, or one or several photos (JPG, PNG), but not a PDF and photos at the same time.
Each file can be 10 MB maximum.
💡 The more your list looks like a table (one line per movement, with a date, a description and an amount), the better we can read it. On a photo, frame the sheet well and avoid reflections 📸
1️⃣ Add your list
In Transactions > Cash, click + Add.
On a computer: drag your file into the Drop your cash list here area on the right, or click Choose files.
On a phone: tap Add a file, then take a photo, pick one from your gallery or select a PDF.
2️⃣ BILLY reads your list
Reading can take up to 30 seconds ⏳ Then a row appears for each movement found, with the date, the description, the amount and a suggested type. For example, a line "Deposit at the bank" is suggested as Withdrawal to bank.
Your document stays next to the rows (above them on a phone), so you can compare easily 👀 The ⓘ icon of a row shows what BILLY read in the document.
3️⃣ Check and correct
This is the important step: read every row again before creating your movements. BILLY helps you with a few messages:
The date could not be read or The amount could not be read: fill in the field, or delete the row with 🗑️.
This date is in the future: correct it.
The total of the document (…) differs from the total of the movements below (…): a line was probably misread or missed. Compare with your document.
This cash list seems to have already been imported: check that you are not creating the same movements twice.
You can also add rows by hand with Add a row, next to the ones that were read.
⚠️ The Remove the document button removes the document and the rows read from it. Handy if you picked the wrong file, but your corrections on those rows are lost.
If the document could not be read, BILLY tells you. Click Read it again, try another file, or add your movements by hand.
4️⃣ Create your movements
All good? Click Create N movement(s) 🎉 All your movements are created at once. If a row still has a problem, it is shown in red and nothing is created until it is fixed.
Your list is kept: on each movement created, the 👁️ icon opens the original document.
Any question? Write to us in the chat at the bottom right of your app 🙂
See you soon 😄