Upload your financial documents to Receipt Bank using any of the options in the ‘Add Items’ menu. The documents you upload will have all of their associated financial data extracted. You can find the document image and data together in the Inbox.
Click the ‘Add Items’ button at the top of the page to explore the ways you can send your receipts, invoices or other financial paperwork to Receipt Bank. Choose whether you’d like to add a document to the Costs, Sales or Bank workspace of your account.
You can send documents to Receipt Bank using:
Watch this video to learn about the three main main ways you can upload your paper and digital documents to Receipt Bank:
We can extract invoices or receipts in the following file formats:
File size limits: 6MB for images; 100MB for ZIP archives.
* PDF files that contain multiple items are subject to the following criteria:
- There is a limit of 50 items (1 item per page) per PDF
- Items must not exceed one page in length.
- Each item must be on its own individual page.