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  1. Receipt Bank
  2. Getting Started - Accountants and Bookkeepers
  3. Navigating the Web App

Navigating the Web App

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Introductions to each page of the Receipt Bank Web App.

  • How to edit, publish and export items
  • The 'Costs' Workspace
  • The 'Sales' Workspace
  • The 'Inbox' page
  • The 'Tools' menu
  • The 'Filter' menu
  • The 'System Settings' page
  • Submission History and Batch History
  • The 'Item Details' page
  • The 'Archive' Page
  • The 'Suppliers' page
  • The 'While You Were Away' window
  • The 'Partner Dashboard' page
  • The 'Client View' Page
  • The 'Practice View' page
  • Keyboard shortcuts
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