Submitting Items to Receipt Bank

          How to add items to Receipt Bank

          • Upload your financial documents to Receipt Bank in the Sales, Costs or Bank workspace using the green ‘+Add’ button. The documents you upload will have all of their associated financial data extracted and you can find the document image and data together in their respective Workspace.
          • Choose whether you’d like to add a document to the Costs, Sales, or Bank workspace of your account.

          • The Costs workspace is where you can add invoices and receipts using a variety of methods. Click on the green '+Add Costs' button in the top right-hand corner of the screen.

          • You can send documents to the Receipt Bank costs workspace using:

          The Sales workspace is where you can add sales invoices. Click on the green '+Add Costs' button in the top right-hand corner of the screen. Or if your Inbox is empty you can click on the green 'Add Sales Invoices' button in the middle of the screen. 

          • You can send documents to the Receipt Bank sales workspace using:
          • The Bank workspace is where you can add bank statements for data extraction or create a connection to add bank data. In the Collected Statements or Processed Statements section Click on the green '+Add Bank Statements' button in the top right-hand corner of the screen. In the Transactions section click on the green '+Add Bank Data' button. 

          How to add multiple items to Receipt Bank

          Upload up to 50 documents at once using the Upload, Email or Mobile submission methods.

          • Upload
          1. Click ‘Add Costs’ 
          2. Select the person who owns the documents using the ‘Owner’ dropdown.
          3. Choose how the file(s) you’re uploading are formatted
            • Single item files and ZIP files
              Use this option if you have multiple files, and each of the files shows only one transaction.
            • Multiple item PDFs
              Use this option if you have one file, but there are multiple transactions spread across the pages of the file. These will be split per page break, and every page will be considered its own separate item.
          4. Use the green platform to select the file(s) you would like to upload.
          • Email
          1. Log in to the email account that you're using to log in to Receipt Bank (the email address you use as your login username)
          2. Open a new email and attach the file(s) you’d like to upload.
            1. If you're uploading single item files (where each file contains one document), send the email to your personal @receiptbank.me email address.
            2. If you're uploading one file (where the file contains multiple documents over multiple pages), you can forward those to your personal multi-item email-in address by using the '@multiple.receiptbank.me' domain. For example, this user would forward those PDF's to grahamhampstead@multiple.receiptbank.me and we would separate each page of the attachment into individual items and then add them to your inbox.
            3. Alternatively, you can send the email to multiple@receiptbank.me. In case you use the former, please ensure that the files are emailed from the relevant Receipt Bank email login address associated with the account/user's profile and the file will be split per page break, and every page will be considered its own separate item.
          • Mobile
          1. Log in to the Receipt Bank mobile app.
          2. Open the camera to upload a document.
          3. Use the ‘Multiple’ camera mode to upload multiple documents to Receipt Bank at once.

          How to upload documents on behalf of your clients

          If you're one of Receipt Bank's accountant or bookkeeper partners, you may need to add receipts, bills, invoices or other financial paperwork to your clients' accounts for them.

          This can be the case if they send you the physical copies of their source documentation, or you want to manage exactly what gets uploaded to their account.

          You can submit items on your clients’ behalf using any of the main Receipt Bank submission methods:

          • Direct Upload
          1. Single-scan or batch-scan all documents and save them on your computer
          2. Access the Receipt Bank Inbox for your client
          3. Click the ‘+ Add Items’ button at the top of the page
          4. Click the ‘Upload’ tab
          5. Select whether you are uploading a single item (One document, no matter how many pages), multiple items within a .ZIP file, or multiple items (In which any pages in a multi-page document is treated as a separate item).
          6. Select the person who owns these documents using the ‘Owner’ dropdown.
          7. Drag-and-drop the files onto the green platform.
          • E-mail-In

          Send any digital Receipts and Invoices to your clients’ email-in address. You can view this in the E-mail tab of the ‘Add Items’ menu.

          • Mobile App

          To submit on behalf of your clients using the mobile phone app:

          1. Download the Receipt Bank mobile app from either the Apple App Store for iOS or the Google Play Store for Android.
          2. Log in using the same username and password that you use to access your partner account on the Receipt Bank web app
          3. You are then taken to the client switcher.
          4. Tap the name of the client user you are submitting on behalf of, and you will be taken to their inbox.
          5. Submit your clients' documents as usual by tapping the Camera icon, taking a picture of the document, and adding any necessary details to the image.
          6. When finished, tap the back arrow in the top-left of the screen to return to your client list.

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