Use this Help Centre and our other resources to learn about the simple processes involved in your day-to-day use of Receipt Bank.
Use the sidebar on the left-hand side of this page to navigate between the fundamental courses about Receipt Bank:
- Creating accounts and users
- Setting up and integrating accounts
- Upload your documents
- Working on Receipt Bank
- Publishing, exporting and sharing your data
To view all of this information in a single space, use the training section of the Partner Portal to browse between all training content.
If you’d like to learn more about the different Receipt Bank products and their features, click here.
If you’d prefer to watch training on Youtube as a continuous playlist, follow the links below. These have been split into shorter fundamental courses, and longer comprehensive courses:
- Extract Fundamental [Video Course]
- Extract Comprehensive [Video Course]
- Extract User Manual [e-book]