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Frequently Asked Questions

Features & Functionality

How do I capture my items in Receipt Bank?

Receipt Bank reads and extracts data from your receipts, invoices and other financial paperwork quickly and easily. Instantly capture a receipt by taking a photo with the app, or forward items to your unique Receipt Bank email-in address. The app will extract key information from the submitted document. You then review the data in your Receipt Bank inbox and either publish to your cloud accounting software or export as a csv.

Can I integrate Receipt Bank with my General Ledger?

Receipt Bank integrates seamlessly with the leading online accounting software, including Xero, Quickbooks, Sage and many more. Additional integrations are available on higher-tier packages. Unfortunately we do not currently offer integration with desktop accounting software.

How will my items be categorised in Receipt Bank?

Receipt Bank uses your own Chart of Accounts to categorise purchases. Connect to an Accounting Software or import your Chart of Accounts to effortlessly code your transactions according to your existing financial records.

Can I export and manage my data outside of the app?

You can export items from your inbox to CSV or PDF format. Configure your app settings to state how your financial data should be downloaded and stored.

Can I manage my suppliers in Receipt Bank?

Supplier lists are fed through automatically from your Accounting Software or the items you submit to Receipt Bank. They can be easily customised from the ‘Suppliers’ tab at the top of the page. You can view or edit your supplier list as part of our Plus or Premium plans.

What kind of expense management is available in Receipt Bank?

Keep your employees’ expenses in dedicated reports so that they can be repaid easily and on time via the Expense Reports tab. Expense reports show a summary of employee expense information which can be downloaded for approval. With Advanced Expense Reporting, approval can be conducted without the need to download.

Does Receipt Bank offer data extraction from bank statements?

Yes, this feature is available in a limited capacity (5 sheets/month) on our Plus plan and (25 sheets/month) on the Premium plan.

Does Receipt Bank offer line item extraction?

Although not currently available on Receipt Bank for Business, line item extraction is one of the leading features on our product roadmap, and will be released in the future.

Can I set different user permissions on a multi-user account?

You can specify what each individual user on account can view, edit and export. Use the ‘Maintain Users’ tab of the ‘Account Settings’ page to add and remove users.

Choosing the right plan

How do I choose the right plan for my business?

Our three-tier pricing plan is designed to cater for businesses with a range of needs. Business, Business Plus and Premium Receipt Bank accounts each have different feature sets, usage limits and pricing. If you’re a larger business with a high volume of receipts to process, or you need multiple staff members to have access to the account, you might benefit from one of the higher plans. For a more detailed breakdown of each plan, visit our pricing page.

What will I get as part of the 14 day Receipt Bank free trial?

Everyone who takes out a 14 day free trial of Receipt Bank will have access to our single-user Business plan, where you can experience the core functionality and usability of the app. You can take out a trial of Receipt Bank for Business without needing to provide any payment information up-front. The Plus and Premium plans offer more advanced automation-related features; these are not available on the free trial.

What happens if I reach my submission limit?

If you continue to submit items after you’ve reached the limit for your plan, any surplus items will be automatically queued and then processed at the start of the following month. If you find yourself regularly exceeding the limit, you can upgrade to a higher tier via your account settings (or purchase additional volume if on Premium)

I have more than one business to manage expenses for. Can they be registered with one Receipt Bank account?

It is not effectively possible to manage multiple businesses or separate entities of the same business through these plans. However, should you wish to discuss a potential bespoke solution for your business, please reach out to direct@receipt-bank.com. If you purchase a multi-user package with enough submissions to cover all of your businesses, then it can be workable, however you will not have separate inboxes for each. You are also limited to one integration per account, so if your business has multiple accounting softwares across each entity, you won’t be able to link them all.

What if I need to submit more receipts and add more users than the Premium plan offers?

You can purchase additional allowances for both submissions and users as part of the Premium plan. Please contact direct@receipt-bank.com if you require more information regarding costs.

Inviting your accountant

Can I invite my Accountant to join my Receipt Bank account?

If you work with an Accounting/Bookkeeping firm, invite them to view your Receipt Bank data at no extra cost. We’ll also reach out to see if they’re interested in our Receipt Bank Partner Programme, which currently helps over 6,000 firms across the globe to transform their client relationships. You can do this by visiting the Account Details tab of the Account Settings page.

What are the benefits of inviting my Accountant / Bookkeeper to join Receipt Bank?

Inviting your accountant / bookkeeper to join your Receipt Bank account will give them free, easy access to your data. They’ll be able to see your purchases in real-time and provide financial advice and communication within one collaborative space.

Support

Who should I contact when I need support?

We have a dedicated, world-class support team who can be reached via our online help desk, where you’ll also find a wide range of useful resources: https://receiptbank.zendesk.com/hc/en-us. Both of these can also be accessed from within the app – just click on the ‘Need Help?’ button in the bottom right of the screen to search for an article or start a live chat.