Receipt Bank Help Center home page
Submit a request
Sign in
  1. Receipt Bank
  2. Getting Started - Accountants and Bookkeepers

Getting Started - Accountants and Bookkeepers

Introduction to Receipt Bank

  • How does Receipt Bank work?
  • Is there a Receipt Bank Mobile app?
  • Is there a Receipt Bank community resource?
  • What data is extracted by Receipt Bank?
  • What technology does Receipt Bank use?
  • Introduction to Receipt Bank's New Workspace
See all 12 articles

Account Setup

  • Your New Receipt Bank Account
  • How to set up your Category List
  • How to set up your Customer List
  • How to invite someone to use Receipt Bank
  • How to add a client account
  • How to add multiple client accounts
See all 7 articles

Navigating the Web App

  • How to edit, publish and export items
  • The 'Costs' Workspace
  • The 'Sales' Workspace
  • The 'Inbox' page
  • The 'Tools' menu
  • The 'Filter' menu
See all 16 articles

Navigating the Mobile App

  • The Mobile Dashboard
  • How to log in to the Mobile App
  • How to log in to multiple accounts on the Mobile App
  • How to switch between different client accounts on the Apple iOS Mobile App
  • How to switch between different client accounts on the Android Mobile App
  • How to remove accounts from the mobile app
See all 7 articles
Receipt Bank
Français