Upload your financial documents to Receipt Bank in the Sales, Costs or Bank workspace using the green ‘+Add’ button. The documents you upload will have all of their associated financial data extracted and you can find the document image and data together in their respective Workspaces.
Important Note: The +Add Documents button is not compatible with Internet Explorer 11, which is no longer officially supported by Microsoft. The Add Document button is fully compatible with Microsoft Edge, along with all other web browsers.
Internet Explorer users are encouraged to refer to this article for more information.
The Costs workspace is where you can add invoices and receipts using a variety of methods. Click on the green '+Add Documents' button in the top right-hand corner of the screen.
You can send documents to the Receipt Bank costs workspace using:
The Sales workspace is where you can add sales invoices. Click on the green '+Add Documents' button in the top right-hand corner of the screen.
You can send documents to the Receipt Bank sales workspace using:
The Bank workspace is where you can add bank statements for data extraction or create a connection to add bank data. In the Collected Statements or Processed Statements section click on the green '+Add Documents' button in the top right-hand corner.
Watch this video to learn about the three main ways you can upload your paper and digital documents to Receipt Bank:
We can extract invoices or receipts into the Costs workspace using 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.