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.
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Receipt Bank step by step
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The Dashboard
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Adding a client
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Navigating a client’s account
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Integrating with cloud software
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The ‘add items’ tab
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Dealing with ‘shoebox’ clients
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Submitting by email
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Using the Mobile App
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Submitting via third party methods
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The review process
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The review process II
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The review process III
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Publishing & downloading transactions
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The archive
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Linking payment methods
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Setting rules
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Getting Started

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