Record Keeping
AI Document Importer
Using the AI Document Importer ApariPro’s AI Document Importer lets you upload your financial documents — such as receipts, bank statements, dividend vouchers, and P60s — and automatically extract the relevant information into your tax account. This ...
Reviewing your transactions & Exporting data
Reviewing your transactions What is this? If your Record Keeping area is growing and growing, well done! It means you’re staying on top of your finances. By default, we show all transactions and sort them by date, with the most recent transactions at ...
Assigning transactions
Assigning Transactions What is this? Once your bank feed is connected and the transactions are fed into ApariPro, you can allocate them to the correct categories which will update the correct boxes on your tax submission form. This will allow you to ...
Adding a manual transaction
Adding transactions manually What is this? You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return. How do I do this? Go to Record Keeping and select ...
Record Keeping overview
Record Keeping Overview The Record Keeping Section helps you keep track of your transactions in a digital format. Transactions can be automatically uploaded directly from your bank feed, imported by CSV-file or manually added. Adding transactions ...
Creating transaction rules
Transactions Rules What is this? Transactions can be imported directly from bank feeds, importing bank statement CSV's, from uploaded documents and/or adding transactions manually. Once transactions are in ApariPro you can categorise them in a few ...
Keeping evidence to support your tax return
Keeping evidence to support your tax return What is this? You have an obligation to keep appropriate records to support the information in your tax return. The software can store this information for you. Why do I need to keep these records? If HMRC ...
Split a transaction
Split a transaction What is this? If you have a single transaction that covers multiple items, you may want or need to split it up. COMMON REASONS ARE: Different expense categories e.g. an online seller that buys a work phone and envelopes in a ...
Uploading documents & CSV-files
Uploading documents & CSV-files Document Explorer What is this? Document explorer allows you to upload and import CSV files, whilst also utilising the ApariPro AI document reader functionality for the following PDF documents: Property management ...
Attaching receipts, invoices or statements
Attaching receipts, invoices or statements What is this? We make it easy to keep all of your tax return information together in the software. This includes the Snap and Store feature: it allows you to attach files, like photos, scans and documents, ...