Use Auto-Publish to publish submitted documents from specific suppliers to your integrated accounting software automatically.
Note: this feature is only available on Business Plus, Premium, Streamline & Optimize products. Find out more about the different Receipt Bank products here.
Use auto-publish in conjunction with Supplier Rules and Smart Split to process predictable transactions without having to edit them at all.
To turn on Auto-Publish:
- Access the 'Suppliers' tab
- Click into the profile for the supplier you'd like to set up auto-publish for
- Turn on the 'Auto-publish' toggle.
Turn on auto-publish for all items by default by accessing 'Account Settings'>'Integration' and turning the 'Automatically publish ALL items' toggle to 'ON'.
Use the 'Exceptions:' checkboxes to note any types of documents that shouldn't be autopublished by default.