Bills arrive on WhatsApp. Leave them there.
Your suppliers already send bills on WhatsApp, and your staff already photograph the paper ones. Send them on to TaskAutomate and they’re read, checked and queued for your approval. Nobody downloads them to type them in.
From chat to ledger in four steps
- 1
Link your number
Once, in Settings → Profile. Each person on your team links their own phone. - 2
Save the TaskAutomate number
Add it to your contacts and pin the chat, so sending a bill is one tap away. - 3
Send or forward the bill
A photo, a scan or the supplier’s PDF. The reply confirms it arrived, with the file name. - 4
Approve it in TaskAutomate
The bill appears already read and GST-checked. Fix a field if you need to, then approve it for posting.
What you can send
If it is a bill and it fits in a WhatsApp message, send it. When something can’t be taken, the reply says why.
Photos of paper bills
JPG or PNG from the phone camera. Creased, faded and handwritten bills are worth sending.
PDFs from suppliers
Forwarded as they arrived. Every page is read, so a three-page bill stays one bill.
Up to 10 MB a file
Larger files get a reply saying so, instead of failing quietly.
One bill per message
Send ten bills as ten messages, in any order. Each one is read on its own.
No app for your staff to learn.
The person at the counter or on site only needs WhatsApp. The review and approval happen in TaskAutomate, with whoever keeps your books.
The rest of the flow
Each part does one job. Together they take a bill from a phone to a posted voucher.