How to upload my accounting data on BizPilot?

Here is the process to upload accounting data on BizPilot, 

When you get this notification, click View and Upload, which will take you to the confirmation page. 

The confirmation page will display the consolidated details of all transactions you created that month. These transactions will be all the invoices, invoice payments, expenses, and bill payments created that month. 

You need to inspect the details to see if there are any errors. 

If you missed out on uploading any expense receipts, you could use the following box to do the same. 

Click on the box to upload the expense receipt from your device. 

While uploading the receipts, do not forget to categorize them and choose their correct payment status. You can upload as many receipts as you want and then click Categorize and upload. 

Then, go back to the compliance task and click Submit. 

With the above step, your accounting data will be uploaded, and your advisor will freeze those transactions to begin their accounting, i.e., generating reports and challans. 

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