This is a way for you to test our new Add Items panel that will save you time and give you a chance to shape how Receipt Bank looks and feels in the future. Simply click on the green '+ Add' button from the Sales, Costs or Bank workspace and then 'Try it out!'
Now to add any items you need to click the green '+ Add Documents’ button at the top of the page.
The new Add Items panel will appear on the right hand side of your screen and you can choose whether you’d like to upload an item to the Costs, Sales or Bank workspace of your account regardless of which workspace you have open. The panel will default to match the current workspace you have open.
This is also where you can select which user should be the document owner for the items you are going to add.
Clicking on the Costs tab will display all the methods available to you to upload items to this workspace
Clicking on the Sales tab will display all the methods available to you to upload items to this workspace
Clicking on the Bank tab will display all the methods available to you to upload items to this workspace
To return to the Old Upload method you can click on the button at the bottom of any of the three tabs