Use the Inbox and Archive of each of your client accounts to review, edit and publish their financial documents.
There are three main spaces that you can use to review your financial data in Receipt Bank:
Watch this video for a step-by-step guide in reviewing and exporting your Receipt Bank data:
Need to break down a document into more detail? Learn how to create Line Items to describe transactions:
Once you’re comfortable with how Receipt Bank works, consider if you can start automating some of the repeat, predictable patterns in your clients’ paperwork. Watch this video for a brief introduction:
Learn more about processing Receipt Bank documents by reading through the ‘Using Receipt Bank’ section of this Help Centre. Learn more about automation in Receipt Bank with these dedicated resources for Supplier Rules, Smart Split and automatic line item extraction.