Using Receipt Bank

Inbox

• How to publish an item
• How to publish an item from the Mobile App
• What does 'Not Ready for Export' mean?
• How Receipt Bank codes your items
• How to use 'Notes' in Receipt Bank
• Why hasn't tax been calculated on my items?

See all 16 articles

Suppliers

• How to delete or merge suppliers
• Which suppliers should I set supplier rules for?

Download

• How to download your data as a CSV file
• How to download your items as PDF images
• How to email Receipt Bank data to an external address

Item Details

• How to use Line Items
• 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
• How to view an Item's history

Rules, Smart-Split and Autopublish

• Introduction to rules and automation in Receipt Bank
• How to use Supplier Rules
• How to set User Rules
• How to use Smart Split
• How to automatically publish items

Payment Methods

• What is a payment method?
• How to link a Payment Method to a Bank Account
• Personal, Company and Cash Payment Methods on Receipt Bank
• How to set rules based on Payment Method

Expense Reports

• How to create an Expense Report
• Who can create Expense Reports?
• How to edit an Expense Report
• How to publish, download or share an Expense Report
• How to share images inside of an Expense Report
• How to add and remove items from an existing Expense Report

See all 10 articles

Bank Statements

• How to add a Bank Account to extracted Bank Statements
• How to use Bank Statement Extraction
• Supported banks for Bank Statement extraction
• List of Suppliers for Bank Fetch

Targeted Communication

• What is 'Targeted Communication'?
• Item Messaging
• Outstanding Paperwork

Boost

• What is 'Boost'?