交單方法How to send us your documents

交單畀我哋,影相就得Sending us your documents is as easy as a photo

唔使分類、唔使夾好、唔使交紙、唔使見面。你影相,我哋歸位入帳。No sorting, no filing, no paper, no meetings. You snap; we file and post.

三步搞掂Three simple steps

最簡單就係登入客戶 Portal 上載——揀公司、上傳,自動歸檔。散單、爛數、積壓一樣照收。The simplest way is to log in to your client portal and upload — pick your company, upload, auto-filed. Loose receipts, messy piles and backlogs all welcome.

1

影相或掃描Snap or scan

單據影清楚就得——銀行月結單、發票、收據,唔使自己分類、唔使夾好。手機影相已經夠。Just get a clear shot — bank statements, invoices, receipts. No sorting or filing needed; a phone photo is enough.

2

登入 Portal 上載Log in & upload

登入客戶 Portal,揀返你間公司,就上傳單據——一個地方搞掂,自動歸入你嘅檔。(都可以 WhatsApp/email 傳,見下面。)Log in to your client portal, pick your company and upload — one place, auto-filed to your books. (WhatsApp / email also work — see below.)

3

我哋搞掂We handle it

資料自動歸去你自己嘅檔,我哋入帳、對賬、月結;你隨時登入睇實時管理帳。It's routed straight to your own file; we post, reconcile and close. Log in any time for live numbers.

🔑 登入客戶 Portal 上載 →🔑 Log in to upload →

你嘅專屬交單地址Your own submission address

每位客戶有一個只屬於自己嘅交單地址,資料一到手就自動歸位。Every client gets a submission address that's theirs alone — everything is routed to the right place automatically.

你嘅交單地址,就係用貴公司嘅商業登記號碼(BR)再加 3 位分支號——你自己本身就有,唔使記新嘢。格式好似咁:Your submission address is your company’s Business Registration (BR) number plus a 3-digit branch number — something you already have, nothing new to remember. Like this:

hello+貴公司BR號000@risesum.com

例如 BR 63832040 → hello+63832040000@risesum.come.g. BR 63832040 → hello+63832040000@risesum.com

最後 3 位係分支號:總公司用 000;如果貴公司有分牌/要另外做帳,每個分牌會有自己嘅號(001、002…),咁樣每盤數都分得清清楚楚。The last 3 digits are the branch number: your main entity uses 000; if you have separate branches that need their own books, each gets its own number (001, 002…), so every set of books stays cleanly apart.

你只要把單據 email 去嗰個地址(或 WhatsApp 傳),就會自動入返你自己嘅檔。地址你可以存做通訊錄,日後一撳就寄。Just email your documents to that address (or send on WhatsApp) and they land in your own file. Save it as a contact and it's one tap next time.

🔒 唔會同其他客戶撈亂:用貴公司嘅 BR 號——每間公司獨一無二,所以就算有相近公司名都分得清清楚楚;分牌就再用分支號分開,各自一盤數;認唔到嘅來件會先隔離人手核對,絕不會自動落錯檔。🔒 Never mixed with another client: each code is based on your unique BR number, so even similar company names stay cleanly apart; separate branches are further split by the branch number into their own books; anything unrecognised is held aside for a manual check and never auto-filed to the wrong client.

交咩畀我哋?What to send

有咩畀咩,唔齊都照傳——我哋會同你跟返。Send what you have; incomplete is fine — we'll follow up on the rest.

銀行月結單Bank statements
每個銀行/收款戶口每月一份(PDF 最好)。One per bank / payment account each month (PDF preferred).
銷售發票 / 收入Sales invoices / income
你開畀客嘅發票、收據、平台收款紀錄。Invoices you issue, receipts, platform payout records.
供應商發票 / 支出單據Supplier invoices / expenses
入貨、租金、雜費、收據,影相就得。Purchases, rent, sundry costs, receipts — a photo is fine.
薪金 / 強積金Payroll / MPF
出糧紀錄、MPF 供款單(如有)。Payroll records and MPF contribution records, if any.
其他Anything else
貸款、按揭、政府信件、稅局信——唔肯定就傳埋畀我哋睇。Loans, mortgages, government or IRD letters — unsure? Send it and we'll check.
舊賬 / ExcelOld books / Excel
積壓咗嘅、之前會計留低嘅,一次過交低我哋執。Any backlog or files a previous accountant left — hand it over and we'll sort it.

幾時交最好?When to send

最順係每月月頭交上個月嘅單——咁每月報表出得快、數又準。當然想散住傳、隨影隨傳都得;積壓咗幾年嘅,一次過交低我哋由頭執,一樣接得起。越早交,我哋越早幫你睇到盤數。The smoothest rhythm is to send last month's documents at the start of each month — that keeps your monthly report fast and accurate. Sending bits as you go is fine too; and years of backlog can come in one go for us to rebuild. The sooner you send, the sooner we can show you where the books stand.

仲未係客戶?Not a client yet?

先傾 15 分鐘免費亂帳評估,睇你盤數幾亂、報返個價;正式合作後我哋就派專屬交單地址畀你。Start with a free 15-minute messy-books review and quote; once we work together we'll set up your submission address.