Note: this functionality is only available for Business Plus and Premium Receipt Bank Accounts, or Streamline and Optimize partner accounts. Find out more about the different Receipt Bank products here.
Connecting your Dropbox account to Receipt Bank will create two new folders in your Dropbox account. Adding images of receipts or invoices to these folders will automatically upload them to the Receipt Bank Inbox.
To setup a Dropbox integration, click here, click 'Enable Dropbox' and fill in your Dropbox login details.
This will create a new folder in your Dropbox account: Dropbox>Apps>Receipt Bank. Do not rename or move this folder, or Receipt Bank will be unable to upload your items.
Any image files of Receipts or Invoices that you add to this folder will automatically be extracted and presented in the Receipt Bank inbox. Each file you add to the Dropbox folder will be treated as a single transaction. If you have an image file containing multiple transactions, consider using the Direct Upload submission method instead.
If you'd like to receive email notifications when Dropbox items are unable to upload, navigate to the Account Settings, click Maintain Users, Manage, Email Subscriptions, and ensure that the 'Rejection' option is turned to ON.