What is Extract Receipt Bank account?


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.
Was this article helpful?
0 out of 0 found this helpful


Powered by Zendesk