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How do I export my data from the iPhone app?

custom_extract.pngTo 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. 

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

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).

                                 

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 Archive your items in the main Receipt Bank Web app.

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