Using Receipt Bank
Using the Upgraded experience
Extraction
Inbox
- What do ’To Review’ and ‘Ready’ mean?
- How to use ‘To Review’ and ‘Ready’ to organise your workspace
- How to use 'Notes' in Receipt Bank
- How to transfer items between the Costs and Sales Inboxes
- How to merge items
- How to unmerge items
Suppliers
Publishing, Downloading and Exporting Data
Item Details
- The Construction Industry Scheme (CIS) in Receipt Bank
- How to use Line Items
- How to use Automatic Line Item Extraction
- How to use Projects in Receipt Bank
- How to export the correct tax on documents with added tips
- How to process Canadian secondary tax rates on Cost Items
Rules, Smart-Split and Autopublish
Payment Methods
Expense Reports
- How to remove the 'Expense Report' suffix from Staff Expense Reports
- How to create an Expense Report
- Who can create Expense Reports?
- How to edit an Expense Report
- How to publish, export or share an Expense Report
- How to share images inside of an Expense Report