Adding new Documents is now easier as you can add Sales, Costs, or Bank items from one place rather than switching between workspaces.
Important Note: Please note that Add Documents flow is not compatible with Internet Explorer 11, which is no longer officially supported by Microsoft.
Add Documents is fully compatible with Microsoft Edge, along with all other web browsers.
Internet Explorer users are encouraged to refer to this article for more information.
To add any new documents to your Receipt Bank account just click the green '+ Add Documents’ button at the top of the page.
The new Add Documents panel will appear on the right hand side of your screen and you can choose whether you’d like to upload a document 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. So if you currently have the Bank workspace open then the panel will open with the options for adding a Bank statement or connecting a bank feed.
Clicking on the Costs tab you first need to select a Document Owner and then select the method of how you are adding your documents.
Clicking on the Sales tab you first need to select a Document Owner and then either; click on the Select Files button and search for the correct document. Or Drag & Drop from a folder you have ready.
Clicking on the Bank tab tab you first need to select a Bank Account and then upload a Bank Statement or connect to a Bank Feed. To learn how to add a Bank Account click here.