We want you to be a Receipt Bank Champion and use that expertise to empower your client relationships!
That’s why we’re constantly refining an in-depth and continuous training program for our accounting and bookkeeping partners.
- As a brand new Receipt Bank partner, your account manager will create a profile for you on our dedicated training platform, which you can access here. You’ll receive an email with instructions on how to login.
- Completing your first Basic Training course will only take 20 minutes, but is invaluable in helping you quickly get to grips with the system and a prerequisite for graduating the Fast Track stage.
- Afterwards, our self-service Receipt Bank Gym content contains a selection of 5-minute mini-courses covering everything from Expense Reporting to fine-tuning your integration settings.
If you’re having trouble accessing the training platform, please get in touch with our 24-hour support team and they’ll be able to get you up and running.
Practice makes perfect!