Item Messaging

Item Messaging is a way for a users on a Receipt Bank account to easily communicate directly with their accountant or bookkeeper.

If there's a vital piece of information that can add context to or save money on your payments, accountant/bookkeeper users on a Receipt Bank Partner account can send a direct message to the Receipt Bank Mobile App. This will appear as a push notification on your phone.

Note: Item Messaging (part of the Targeted Communication package) is included in Optimize Partner Accounts, and available as a purchasable add-on for Extract and Streamline Partner Accounts. Find out more about the different Receipt Bank products here.

You can also respond to Item Messages using the Receipt Bank Web App.

If you haven't yet downloaded the Receipt Bank Mobile App, do so for iOS and Android devices.