How to sign up for the RecordMe services?

  • Step 1: Go to RecordMe. 
  • Step 2: Click on Sign Up.
  • Step 3: Fill in the necessary information.
  • Step 4: You’ll be redirected to the RecordME Portal.
  • Step 5: Register your account via email.

Welcome to RecordMe. Sit back, have a snack, and experience what you have never seen before.

How to connect RecordMe to accounting software?

  • Step 1: Go to RecordMe. 
  • Step 2: Click on login in case you have previously signed up.
  • Step 3: Click on the integration tab in the navigation bar.
  • Step 4: The software, which can be integrated by default, will be shown. If the desired software is not listed, please click on the “Let us know” option.
  • Step 5: You’ll be redirected to the desired software’s login page.

Follow the instructions to connect the software.

How to create a request in the RecordMe app?

  • Step 1: Go to RecordMe. 
  • Step 2: Click on login in case you have previously signed up.
  • Step 3: Click on the integration tab in the navigation bar.
  • Step 4: Now, select a request type from the drop-down.
  • Step 5: Afterwards, select your preferred currency.
  • Step 6: Upload supported documents in PDF, XLSX, or DOC format.
  • Step 7: Add a description and tell our experts what you actually require.
  • Step 8: Click Record Now. Your request will be created and shown in the Request History bar.

Request History bar.

What fields must be filled out when creating a request?

Filling the supported document field is necessary for generating a request, the rest of the process will be automated.

How do I change my cookie settings?

You can change your cookie preferences at any time by clicking on the ‘Cookie’ icon. You can then adjust the available sliders to ‘On’ or ‘Off’, then clicking ‘Save and close’. You may need to refresh your page for your settings to take effect.

What happens after the upload of a request?

When you submit a request with an attached supporting document, our advanced OCR scanners scan the data from the attachment and record it in the software connected to the app.

How can I verify that the transaction is posted in accounting software?

A reference link with a chip inside will be provided to you to find the bill or invoice. By clicking on the link, you will directly jump to the accounting software, where you can see the posted transactions.

How do I update this template to match my style guide?

A:To update all individual elements such as buttons and icons, open the ‘Design System’ page and edit these components directly. These changes will then be propagated to all components of the template automatically.

Then to adjust the color scheme and fonts you need to select a font or color and then click the ‘Edit Style’ icon on the design panel on the right. All changes to these will also propagate to all components instantly.

Though just be cautious as big changes to styles or elements may create alignment or accessibility issues.

How can I create a request for asset purchase bills?

The requests for asset purchases can be generated the same way as other requests.

How do I know transactions recorded by RecordMe are correctly classified?

Open the request you want to review from the accounting software or by the table in the request. Once you find your desired request, you can edit and submit it yourself.

Why would I use RecordMe when I can post transactions directly in my accounting software?

The usual bookkeeping process is time-consuming and costly. RecordMe allows you to maintain your bookkeeping in 80% less time with 100% accuracy.

What is the difference between dedicated staff and human digitization?

AI automatically scans and detects updated items from the description, and the newly created item is pushed into the relevant database. In case there is no relevant database, the software automatically creates one.

How to review incorrectly recorded requests?

Click on the Recording History in the navigation bar. You’ll see the recorded requests posted in the accounting software. open the request and go to the details tab. click on Review Request, which will again open the demand for the system.

How Does RecordMe Post an Invoice?

  • Step 1: Generate the request and select the type as an invoice. 
  • Step 2: Attach the supporting invoice.
  • Step 3: The AI in Recordme will scan the attachment and detect the send and receiver names.
  • Step 4: Based on these names, the AI will define whether the invoice is payable or receivable.
  • Step 5: The data will be recorded in the software, and a chip will be created as a counter reference in the recordme app.

How can RecordMe determine where to classify a transaction?

RecordMe will classify the transaction by narrowing down the meaningful information with the extensive database. The AI system of RecordMe scans the document and extracts specific item names from descriptions. Further, the system matches the item name with the chart of accounts database. Lastly, the transaction will be classified in accounting software matching description, item, and COA.

How RecordMe Creates a contact in accounting software?

While registering a vendor/client name in the software, the system automatically records the contact's name, address (if available), and other information in the background. The newly recorded name will become part of the database and be used as per requirement. The new contact is created while posting an invoice/bill in the software.

How can RecordMe determine if a document is a bill or an invoice?

While generating the request, you can specify the most suitable request type. In case the type has not been selected or the selected type does not match the attachment, our AI system will detect the basic difference in the layouts of bills and invoices, like the pattern of invoice/bill number, the vendor/client name, and also, matches the company name itself and the sender and receiver name on the document to determine the type of the attachment.

How does RecordMe classify taxes?

The taxes are classified based on the data provided in the attachment. The AI will detect the tax type and calculate the tax amount based on it. The system will scan the column and compare the amount mentioned if the tax is provided separately with all line items.

How does RecordMe create original items for a bill or invoice?

AI automatically scans and detects updated items from the description, and the newly created item is pushed into the relevant database. In case there is no relevant database, the software automatically creates one.

How do I know which type of transaction is to be selected when creating a request?

The RecordMe app is designed very simply so that a person with no accounting knowledge can understand the process. All the basic types have been added, which support the bookkeeping process. Select any relevant type for your request, submit it, and let AI work. In case the expense is incurred, a clear prompt in the description will help.

What is meant by payment in the type of transactions?

Payment type applies only to payment processing requests. If you want us to deploy your bot for payment processing, we can help you with that also, the bot can be used to record payment against a specific bill/ invoice.

How will RecordMe record assets in accounting software?

The asset classification depends on the purchased item. The item will be automatically classified in a certain account head.

How can I view custom reports in the RecordMe app?

1. Use the review request feature if you think the recording has been done wrong.
2. Open a request with complete status.
3. Go to details.
4. Click on Review Request.
5. This will again open the request in Pending status.