The Account Settings page is used to tailor the way your Receipt Bank account works, and how it handles documents whenever they’re submitted, downloaded or published to an integrated accounting software.
You can access the Account Settings by clicking the ‘Account Settings’ button in the top-right of the screen.
Note: The specific options contained within the Account Settings menu are dependent on the account type and the integrated accounting platform
The Account Settings page is split into multiple tabs. You can navigate between these using the grey taskbar to the left of the page. The available tabs are:
Set the default rules for your items from within this tab. This includes Payment Status, Due Dates, Categorisation and Archiving.
Link your Receipt Bank account to Cloud Accounting Software here. This also allows you to alter publishing location, tax settings and auto-publish.
[Only available on Receipt Bank Direct, Streamline and Optimize. On Receipt Bank Extract, Integrations are controlled from the ‘General’ tab].
- Account details
Change the basic details of your account here. This includes account country, base currency, language and mobile permissions. You will also find a ‘Subscription’ tab where you can alter your billing & payment details.
- Maintain lists
Change the details associated with your Categories, Projects, Clients and payment methods
- Maintain users
Add, suspend or alter the details of all users on the Client Account here. Click ‘Add a new user’ to create a profile for someone to access the Client Account. Click ‘Manage’ to change the details associated with an existing client account, including user privilege, email subscription, or update a password.
- Submission History
This displays a list of the items that have been previously submitted, the user who submitted them, and the submission method that was used.