The 'Client View' Page

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The Client View page gives an overview of each of your Client Accounts. It details statistics and patterns in how users are submitting to Receipt Bank.

Note: this functionality is only available for Optimize Partner accounts. Find out more about the different Receipt Bank products here.

It can indicate when your clients are submitting documents regularly, and help you anticipate any backlogs or delays in your process.

You can find out more about the statistics on the page here.

New Layout:

The Client View page gives an overview of each of your Client Accounts. It details statistics and patterns in how users are submitting to Receipt Bank.

Note: this functionality is only available for Optimize Partner accounts. Find out more about the different Receipt Bank products here.

It can indicate when your clients are submitting documents regularly, and help you anticipate any backlogs or delays in your process.

You can find out more about the statistics on the page here.