Receipt Bank

How to import expenses from Receipt Bank
Step 1. Navigate to Tools > Integrations > Other integrations.  Step 2. From the selection, choose Import Expenses for employee expenses...
Thu, 21 Jun, 2018 at 3:33 PM
How to map Receipt Bank categories to account codes
Step 1. Log in to your Receipt Bank account. Step 2. Navigate to Preferences > Maintain Lists > Categories. Step 3. Make sure the ...
Thu, 21 Jun, 2018 at 3:33 PM
How to export your account codes and import into Receipt Bank
Step 1. Navigate to Tools > Export. Step 2. Select a period or use the From/To fields to select a custom date range. In the Data type drop-...
Thu, 21 Jun, 2018 at 3:33 PM
How to import bills from Receipt Bank
Step 1. Navigate to Tools > Integrations > Other integrations.  Step 2. From the selection, choose Import bills for purchase invoices. ...
Thu, 21 Jun, 2018 at 3:33 PM