Welcome to Receipt Bank! Here are a few things you can do to get started on the software:
If you haven't already, log in to the Receipt Bank web app.
Take a tour of your account
There are a few places in your Receipt Bank account that you should get familiar with. Let's check out the:
Set up your Chart of Accounts
Your purchases should each be categorised with an appropriate nominal code. If you already use a specific Chart of Accounts, you can set this up on Receipt Bank by Integrating with an Accounting Software or by uploading it as a CSV.
Upload a receipt
Use any of the Receipt Bank submission methods to upload an image of a receipt or invoice. After it has finished processing, it'll be presented in the corresponding Receipt Bank Workspace with all of the relevant data already extracted.
Add additional Users
If you're planning to have multiple people managing or submitting to Receipt Bank, you can add additional users to your account and invite them to the service.
Download the Receipt Bank Mobile App
If there's anything you need help with, feel free to contact your Account Development Consultant, a member of our support team, or check out our Help Centre.