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Getting Started with Kashflow!

custom_only.pngUsing the integration feature between Receipt Bank and KashFlow allows you to streamline your bookkeeping software, saving you more time and money. You publish your receipts and invoices, with the data extracted, directly into the purchases section of KashFlow.

Integrating Receipt Bank and Kashflow is easy but for getting a clear view you can follow our step-by-step guide here.

  • For a start navigate to your ‘Account settings’ menu and open the ‘Integration’ tab.
  • Click on ‘Modify’ and follow the steps.

  2. Publishing.

Once you have sent an item to your Receipt Bank account, we process it and extract the key data from it. There are also some fields, where you can set rules about so you don’t have to manually fill them. Once all the data is in, you can export the item to KashFlow.

 

When you click on the green ‘Publish’ button, this will put your item into ‘Publishing’, as the item is queued for publishing.

Once this has been completed the item will move to your ‘Archive’, within your Receipt Bank account, and will be published to the ‘Purchases’ section within your KashFlow account.

3.Settings:

You can decide what information you would like to be attached to the item in the ‘Integrations’ tab within the ‘Account Settings’ of your Receipt Bank account. Where it says ‘Include in line description’, click on the drop down box and you can select from ‘Item ID’, ‘Item ID and Supplier’, ‘Supplier’ and ‘Item Description’.

For example, when you select ‘Item ID and Supplier’, when you look at individual items in KashFlow, you will see in the description the Receipt Bank ID number and the name of the supplier extracted by Receipt Bank.

Please note that if you need to see the images of your items exported into Kashflow it would be best to take some additional steps and integrate with DropBox, as described here.

  4. Manage your payment methods:

To send an item as paid there needs to be a payment method attached. The system will pick up payment methods if they are printed on the receipt or invoice. To set up, please follow these instructions.

You can also set a rule that all invoices from a supplier are paid. To do this head to your supplier tab, pick a supplier and change paid to yes.

And you can find more information about Kashflow in our Help Centre.

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