For Partners, you can create Dropbox folders to link through to your Client accounts on Receipt Bank, in order to submit items from Dropbox. For Clients, please direct your Accountant or Bookkeeper to the instructions listed below in order to set this up for you.
Note: Dropbox functionality is only available for Business Plus and Premium Receipt Bank accounts, or Streamline and Optimize Partner accounts. Find out more about the different Receipt Bank products here.
Please refer to the following instructions in order to get started.
- On your Partner account, navigate to 'Connections' and then 'Costs' in the navigational sidebar menu, and then click on the 'Dropbox' tab along the top, in order to set up your Dropbox connection. Select the 'Enable Dropbox' button, and follow on-screen instructions to sign in using your Dropbox login credentials.
- Once you have done this, you will see the page below. Receipt Bank suggests a list of changes to Dropbox to enable the connection. Click on the Enable button.
- Now, access your Client account, and navigate to 'Connections' and then 'Costs' in the sidebar menu, and then select the 'Dropbox' tab. Click 'Enable' to create the Dropbox folder for this Client.
Important Notes: You cannot start the process of connecting Dropbox to Receipt Bank from a Client account. If you attempt to you will see this message prompting you to go to your Partner account in order to Enable the connection as in Step 1 above.
Also, you can only disable Client Dropbox connections from the Partner account. 