Linking with external software changes the way in which Receipt Bank extracts and processes your items.
For example - if you integrate with a bookkeeping package then Receipt Bank will extract your chart of accounts and use the nominal codes to allocate your expenses accordingly.
Having integration between your Receipt Bank account and your accounting software ensures an automatic workflow of your expenses 24/7.
To prevent any errors in data extraction, we do recommend to start your trial with linking into your accounting software. This way, we’ll pull across all your settings, categories, projects, bank accounts, etc. and apply them into your Receipt Bank account.
It would help you to adjust most of your settings before sending items in and see how Receipt Bank’s software is processing them the best way.
Linking is an easy process, which requires just a few minutes and you can find more about it in our HelpCentre.