We have extensive training resources to help our Accountant and Bookkeeper Partners get to grips with Receipt Bank.
After signing up, you'll be emailed an introductory training pack. This is a 30-minute course, covering the essential steps in setting up accounts for your clients and submitting paperwork to Receipt Bank.
Speak to your Account Manager to receive tailored training materials, and suggestions of which features to try and master in order to achieve your goals.
If you would like to go further with your Receipt Bank knowledge, use the training section of the Partner Portal to view up-to-date educational resources tailored for your Receipt Bank Account.
Product-specific training is linked below: