Follow

Setting rules for your whole account

Account-wide rules will be applied to every item that is submitted into your account for processing.

These rules give you a way to control your workflow and ensure that Receipt Bank works around how you wish to use it, for the types of items that you are submitting.

Rules are applied immediately after an item has completed the data extraction process.

General Account-wide rules can be found through ‘Account Settings’ -> ‘General’ and govern whether items have been paid for, and allow you to set the default due dates to match up with your accounts payable processes:

Further rules around how items will be published and how you would like tax to be treated are available through the ‘Integration’ tab, and will depend on the software which your Receipt Bank integrates with!
Was this article helpful?
0 out of 4 found this helpful

Comments

Powered by Zendesk