Receipt Bank Tutorial

Save valuable hours by pulling information from receipts and invoices quickly, accurately, and efficiently.

Receipt Bank 101

The following video tutorial playlist will provide you with a sound understanding of Receipt Bank. It will clearly go through how to set up and use the program, to ensure you have peace of mind when it comes to tracking and recording your financial transactions.
Receipt Bank step by step
The Dashboard
Adding a client
Navigating a client’s account
Integrating with cloud software
The ‘add items’ tab
Dealing with ‘shoebox’ clients
Submitting by email
Using the Mobile App
Submitting via third party methods
The review process
The review process II
The review process III
Publishing & downloading transactions
The archive
Linking payment methods
Setting rules
Getting Started

Stay in touch with Marsh Tincknell to Assist you with this Software

Here at Marsh Tincknell, we understand that using accounting software can be difficult, which is why our experts are certified and happy to help with any concerns you may have.
Sign up here to receive our newsletter, full of valuable information and tips for Brisbane’s business owners