Receipt Bank Streamline is the middle-tier product for Accountants and Bookkeepers. It includes a number of features designed to automate the data management process, and increase Receipt Bank's functionality with other software.
In addition to all the features that come with Extract, Receipt Bank Streamline includes:
- Integrations with the following softwares: Kashflow, FreeAgent, Iris OpenBook, Twinfield, WorkflowMax, Gusto, Bill.com
- Customizable integration settings.
- Dual Integrations with WorkFlowMax, Gusto or Bill.com alongside QBO and Xero.
- A 'Suppliers' tab where you can manage each supplier on an account
- Supplier rules; learned behaviours that are automatically applied to all items from a supplier (such as applying the same category, project, or tax rate).
- Line items.
- Auto-publishing to integrated softwares.
- Smart split.
- Additional, customizable Column headers.
- Payment method, and the ability to apply rules to items submitted with them.
- Bank Match with Xero and Sage
- Paperwork Match with Xero and QBO