Adding Documents

General

• How to Add Documents using the new side panel
• How to add items to Receipt Bank
• How to add multiple items to Receipt Bank
• What is the best way for my client to add items to Receipt Bank?
• What file types can I upload to Receipt Bank?
• How to upload documents on behalf of your clients

See all 7 articles

Mobile App

• How to use the mobile app to upload paperwork
• Using the different camera modes on the Mobile App
• How to activate and use Push Notifications

Email

• How to Submit Items by Email
• How to set up email forwarding rules

Upload

• How to upload files from your computer

Invoice Fetch

• How to set up a Fetch Connection
• Managing a Fetch Connection
• List of Suppliers for Invoice Fetch

Tripcatcher

• How to integrate with Tripcatcher
• How to manually submit mileage to Receipt Bank
• Using Tripcatcher and QuickBooks Online

Dropbox

• How to submit items using Dropbox
• How to set up Dropbox Connections for Client Accounts
• How often do you collect my items from my Dropbox?
• Why are my Dropbox items not being processed?

Paypal

• How to submit items via PayPal