How to use ‘To Review’ and ‘Ready’ to organise your inbox and your exports

Use the ‘To Review’ and ‘Ready’ sections of your Inbox to mark which transactions you’ve finished editing, and which ones need more review.

After you start uploading receipts, bills and other financial documents to your Receipt Bank account, you’ll see that they’re sorted into two sections: ’To Review’ and ’Ready’.

Use these sections to organise your Inbox, and to more easily see which documents need editing and which documents are ready to export.

After a document had been uploaded to Receipt Bank, it’ll be displayed in the Inbox with a default status of ‘To Review’.

Once you’ve edited the document and are happy to export it, click ‘Move to Ready’. You can do this for a single item in the Item Detail page, or for a lot of items using the check-boxes in the Inbox page.

Now, when you’re ready to export your data as a PDF or CSV file, use the 'Ready' tab to quickly find all of the items you’ve finished editing and export them all at once.