Using Receipt Bank
Receipt Bank Pay
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
Client Accounts
- What will my clients see when they first login to Receipt Bank?
- Can my client edit items?
- Can My Client publish Items?
- What access do my clients have to their Receipt Bank account?
- How to control which clients your colleagues can view
- How to transfer a business' Receipt Bank subscription to be paid by an Accountant / Bookkeeper
Receipt Bank Products
- How to use Receipt Bank's Self-Employed Module
- What is Receipt Bank Self-Employed Module?
- Receipt Bank Products for Businesses and SMEs
- Free Trial of Receipt Bank Business Plus
- What is a Receipt Bank Business Account?
- What is a Receipt Bank Business Plus Account?
Suppliers
Account Users
- How to add a user to your account
- Bulk Upload of Users
- How to remove a user from your account
- What does User Privilege mean?
- How to reset a user's password
- 'This email is already taken' message
Publishing, Downloading and Exporting Data
Your Account
- How to reset your password
- How to invite your accountant or bookkeeper to access your Receipt Bank account
- How to remove or reallocate a bookkeeper's or accountant's access to your account
- How can I pay for Receipt Bank?
- How to change your billing details
- How to deactivate your Receipt Bank account
Item Details
- The Construction Industry Scheme (CIS) in Receipt Bank
- How to use Line Items
- How to use 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