How to edit, publish and export items

This is a simple guide about how to perform 3 of the basic actions within Receipt Bank. 

First, click on the name of a client to view their account.

You'll see all of the receipts, bills and invoices that have been added to their Receipt Bank account.

Click on any item to see more information about the purchase and an image of the supporting document.
Information about the purchase has been automatically extracted by Receipt Bank. You can edit any of those fields.

There are 2 ways of moving items on Receipt Bank to other software:

1. Publish straight to the software
2. Export to CSV or PDF

1. Publishing

If you have integrated your Receipt Bank account with another software, you'll see a green 'Publish' button next to each item. Click this, and it will be sent to the integrated software.

Choose where in the integrated software it will be sent to using the 'Publish to' field in the item detail page. We'll keep a copy of the item in Receipt Bank in case you ever need to find it again.

Go the the Archive to find published items.

2. Export to CSV or PDF

Select each of the items you'd like to move using the checkboxes on the left-hand side of the page.
Now click 'Export'. Choose whether you'd like to export those items as a CSV data file — great for uploading to other software — or a PDF image file — great for sharing with other people.