Using the integration feature between Receipt Bank and KashFlow allows you to streamline your bookkeeping software, saving you more time and money. You publish your receipts and invoices, with the data extracted, directly into the purchases section of KashFlow.
Integrating Receipt Bank and Kashflow is easy but for getting a clear view you can follow our step-by-step guide here.
- Navigate to your ‘Account settings’ menu and open the ‘Integration’ tab.
- Click on ‘Modify’ and follow the steps.
Once you have sent an item to your Receipt Bank account, we process it and extract the key data from it. There are also some fields, where you can set rules about so you don’t have to manually fill them. Once all the data is in, you can export the item to KashFlow.
When you click on the green ‘Publish’ button, this will put your item into ‘Publishing’, as the item is queued for publishing.
Once this has been completed the item will move to your ‘Archive’, within your Receipt Bank account, and will be published to the ‘Purchases’ section within your KashFlow account.
The item description (from the description field of the item edit page) will be published to Kashflow. Receipt Bank's invoice number will be published to the 'Supplier Reference' field in Kashflow and the Kashflow-generated number will be created in the 'Number' field.
3. Manage your payment methods:
To send an item as paid there needs to be a payment method attached. The system will pick up payment methods if they are printed on the receipt or invoice. To set up, please follow these instructions.
You can also set a rule that all invoices from a supplier are paid. To do this head to your supplier tab, pick a supplier and change paid to yes.
And you can find more information about Kashflow in our Help Centre.