The 'Practice View' page

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The Practice View page gives an overview of the efficiency of your practice and client base.

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

It can indicate which submission methods your clients are using, submission patterns and delays, and onboarding progress.

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

New Layout:

The Practice View page gives an overview of the efficiency of your practice and client base.

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

It can indicate which submission methods your clients are using, submission patterns and delays, and onboarding progress.

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