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.
The Costs workspace is where you can add invoices and receipts using a variety of methods. Click on the green '+Add Costs' 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 Costs' button in the top right hand corner of the screen. Or if your Inbox is empty you can click on the green 'Add Sales Invoices' button in the middle 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 Bank Statements' button in the top right hand corner of the screen. In the Transactions section click on the green '+Add Bank Data' button.
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 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.