The Item Details page presents an in-depth view of all the data associated with a submitted document.
You can access the Item Details page for a specific item by pressing the blue hyperlink in the Type column of the Client Inbox or Archive.
The Receipt Details page consists of the document image and the associated details, history and messages associated with the document to the right.
You can click on any detail to change it. Any changes you make will be saved automatically and immediately.
For Business Plus, Premium, Streamline & Optimize products only: Line Items, Smart Split and Supplier Rules are also available from this screen. Find out more about the different Receipt Bank products here.
The document image can be altered using the buttons at the bottom of the picture. These allow you to [from left to right]:
- Zoom in
- Reset zoom
- Zoom out
- Rotate left
- Rotate right
- Rotate 180°
- Download image
- View in full screen
In the top right of the page you can ‘Report a mistake’ for the item, if you find something incorrect in the extraction process (i.e. total amount, supplier name, etc.)
Towards the top of the page, you’ll find the ‘Item Details’, ‘Advanced’ and ‘Messages’ tabs. These are used for the following:
- Item Details: viewing and editing the details associated with a document
- Advanced: see any notes and a detailed history of who submitted this document and all the changes that have been made to it its associated data in Receipt Bannk
- Messages: see the messages between you and the client relating to this item [Only available to Optimize account owners or those who have purchased the Targeted communication package]