Follow

How do I export my data from the Android app?

To export your data to your accountancy software your account needs to be integrated first

This can be done by logging onto the main Receipt Bank website and accessing your 'Account Settings' menu in the top right.

From there open the 'Integration' tab, click on the link to change your add-on and select it form the list. Then follow the steps to finish integration.

When using the mobile app you can check that your account is integrated and that you have the correct permission to be able to publish your receipts by tapping on the 'Settings' Cog, then tap on your account name and it will tell you what your integration is.

When integrated you can publish your items from the Mobile app once they are 'Ready for Export' by swiping the item from left to right. (Be careful- to delete the item is swipe the other way).

 

                                

Note: If you are a user of a multi-user account or your accountant manages your Receipt Bank account you might not be allowed to publish the items from the mobile app. This would be handled by your Company Admin or Accountant.

If you don't have an integration you can still swipe the processed items to Archive them within your Receipt Bank account.

 

Was this article helpful?
1 out of 2 found this helpful

Comments

Powered by Zendesk