Extract is the new type of Receipt Bank accounts that we offer! Very easy to use, providing the essential features that every new-starter needs!
With Extract you can add as many clients as you like and the best part is that the pricing is fixed every month!
Please find below a detailed list of features included in your new Extract package:
- Seamless integration with one of the following accounting softwares: Xero, QBO, SageOne UK, SageOne SA, MYOB.
- Mobile app submission (available for Android and iOS).
- Email - in submission and direct web upload.
- Inbox and Archive tab to review your clients' items.
- Auto-categorisation turned on by default plus you can upload your own csv file with categories if you prefer to go without integrated accounting software.
- The irreplaceable Practice Platform with the following metrics: Outstanding Bookkeeping, Urgency, Client efficiency, Item messaging, Mobile Push Notifications.
- Additionally, you can export yours and your clients'items as PDF's or CSV's.
- Easy SMS invites for your clients.
- Up to 5 Admin users that you can add as colleagues.