What’s New in Receipt Bank: Introducing The New Help Centre
Welcome to the February Product update. Here’s what the Receipt Bank product team got up to this month, from a redesigned Help Centre, two huge updates for Sage Accounting users and a clever update for supplier items.
A FRESH NEW LOOK FOR THE HELP CENTRE
The help centre gives you around-the-clock support. When you have a product-related question, such as how to submit items through the mobile app or set-up Invoice Fetch for recurring suppliers, this is your first port of call.
Whether you’re new to Receipt Bank or want to learn more using it to its full potential, you’ll find a complete library of guides, how-to articles and more. You’ll be a time-saving guru in no-time!
BANK MATCH FOR SAGE ACCOUNTING
Is the reconciliation process getting you down? Reduce it to just a few clicks using Bank Match. This feature means you no longer have to manually check between items submitted through Receipt Bank against items in the Bank section of Sage Accounting.
Bank Match identifies items in Receipt Bank that correspond with existing transactions on the Bank Feed. You’ll see a Match icon when it makes a match. You can then click into the item and auto-fill payment details in just one click, so it’s ready to reconcile.
If you’re a partner on Receipt Bank Streamline, the second step of the partner journey, this is for you.
OUTSTANDING PAPERWORK FOR SAGE ACCOUNTING
How much time do you spend a week chasing clients for paperwork? It can easily take up hours a week. Thankfully, there’s now a solution.
Outstanding Paperwork is now available for Sage Accounting users on Receipt Bank Optimize, the third step of the partner journey. This means you have a quick, easy way to see which clients need to submit paperwork to get their books up-to-date. You can then create an accurate reconciliation report, listing all items awaiting submission. Send to your clients to show them at a glance what paperwork you need.
Watch the video to see it in action.
When you have clients across multiple industries, you have to manage many different line items to split, tax codes, descriptions and nominal codes.
Smart Split is a handy feature that makes it easy to set amounts or percentages for bills, invoices and receipts from specific suppliers. This saves you having to manually enter and review line item data every time paperwork comes in from a particular supplier. Unlock Smart Split when you move up to Streamline!
That’s it for this month. Subscribe to the Receipt Bank blog to hear the latest product updates, thought leadership and partner stories today.