Welcome to your new Receipt Bank account! Here are some of the first things you might want to do to make sure that your account is set up in the best way for your team and existing financial processes:
- Set up your category list
- Connect your account with another accounting software
- Add more users to your account
Watch the video below for a step-by-step walkthrough of how to set up your Receipt Bank account:
Read through the ‘Account Setup’ section of this Help Centre to learn more about tailoring your Receipt Bank account in the best way for your business.