Getting Started - Accountants and Bookkeepers
Introduction to Receipt Bank
- How does Receipt Bank work?
- Is there a Receipt Bank Mobile app?
- What data is extracted by Receipt Bank?
- What technology does Receipt Bank use?
- Introduction to Receipt Bank's New Workspace
- How to process your Sales Invoices
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
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
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