The Sales Workspace contains all of the invoices and other financial documents that your business issues to its customers for payment.
This is separate to the ‘Costs’ Workspace, where financial documents for your businesses accounts payable are extracted and stored.
Each time a user on the account adds a new Sales document to Receipt Bank, we'll extract the visible data and present the item in the Inbox of the Sales section.
Your Sales Workspace is split into five sections:
- In Processing
- To Review
The Inbox displays all your items that are in the Ready or To Review sections.
In Processing displays the items that are currently being processed and an estimate on the time remaining.
The Archive is where your items are kept after they have been published or manually archived.
The columns in each section indicate the following:
- ‘User’ Field: Indicates which Client User submitted the item.
- 'Invoice No': Displays the invoice number of the item.
- ‘Type’ Field: Indicates the Type of document has been submitted. (E.G: Invoice, Receipt, Credit Note). Clicking on the Type field for a single item will navigate you to the Receipt Details page, which provides a more in-depth view of the item.
- ‘Date’ Field: Indicates the date that the document was issued. If Receipt Bank cannot detect a date on the document image, it will use the date that the item was submitted instead.
- ‘Customer’ Field: Indicates the customer who associated with the document.
- ‘Total’ Field: Indicates the currency and total value of the item, including the tax amount.
- ‘Tax’ Field: Indicates the tax amount of the item.
- ‘Category’ Field: Indicates which section of your Chart of Accounts this item will be recorded under. You can quickly edit this using the dropdown menu in each row.
- ‘Note’ Field: Receipt Bank will leave Notes next to items that require attention. These will let you know important information about an item that may not be immediately visible. (E.G: duplicate items that have been submitted and automatically merged).
- ‘Status’ Field: This indicates whether an item has; been viewed, is ready to be published, or has been edited.
You can click on each of these fields to organise your inbox according to their criteria.
You can transfer documents between the Costs and Sales Workspaces by selecting the item using the checkboxes down the left-hand side of the page and clicking ’Tools’ and ‘Convert to Costs’.