Use the Sales Workspace to upload documents used to record the goods and services sold to your customers and extract the data.
Receipt Bank will read and extract the visible information on your accounts receivable documents.
Click into your Sales Workspace and then click the green ‘Add Items’ button in the top right corner. and ‘Add Sales’ to access the the Direct Upload platform for Sales Invoices. Select the file(s) you’d like to upload using the green space on this page.
After you upload an Item, it will be moved to the ‘In Processing’ section of the Sales Workspace.
All of the visible information on the document(s) will be extracted. This includes:
- Total Amount
- Tax Amount
- Invoice date
- Invoice number
In the Sales Workspace, you can manage all of your uploaded documents and their data. View and edit any of the associated information, and move your records across to an integrated accounting software, or your dedicated Sales Archive. Currently only users connected to Xero and QuickBooks Online are able to publish directly.
We import your customer list from Xero or QuickBooks Online. If you're not using either software, you are able to manually edit your customer list from the 'Account Settings'>'Maintain Lists'>'Customers' page.