Follow

How to submit on behalf of your clients

You can submit items on your clients’ behalf using any of the main Receipt Bank submission methods.

Direct Upload

1. Single-scan or batch-scan all documents and save them on your computer.
2. Navigate to your client’s Receipt Bank Inbox
3. Click the ‘+ Add Items’ button at the top of the page
4. Click the ‘Upload’ tab
5. Select whether you are uploading a single item (One document, no matter how many pages), multiple items within a .ZIP file, or multiple items (In which any pages in a multi-page document is treated as a separate item).
6. Select the person who owns these documents using the ‘Owner’ dropdown.
7. Drag-and-drop your files on the green platform.

 

E-mail-In

Send any digital Receipts and Invoices to your clients’ email-in address. You can view this in the E-mail tab of the ‘Add Items’ menu.

 

Mobile App

To submit documents on your client’s behalf using the mobile app, you’ll need to set yourself - or your practice - up as a separate user within their individual client account. This can be done in the following way:

1. Navigate to the client’s Receipt Bank Inbox
2. Click ‘Account Settings’ in the top-right corner.
3.Click on the ‘Maintain Users’ tab down the left hand side of the page
4. Click ‘Add New User
5. Fill in your personal details for the ‘First Name’, ‘Last Name’, ‘E-mail’ and ‘Password’ fields.

WEB.png

IMPORTANT - Your E-mail does not have to correspond to an actual email address, it will simply be used as your username when you log in to the mobile app. However, it must be in the format of an email address. We recommend that you keep these consistent across your client-base for easy recognition and management.

Here’s a suggestion on how to create a standardised format for all of your client-base:

Client name: Hampstead Music Supplies
Practice name: Best Accounting
Created E-mail: hampstead.music@bestaccounting.com

 

NOTE - Remember to use a secure but memorable password

 

6. Download the Receipt Bank Mobile App (if you haven’t already)
7. Access the ‘Account Settings’ page of the mobile app
8.Press ‘Add Account’ [iOS] or ‘Add Existing Account’ [Android]
9. Enter the username (email) and password you created during step 5

iOS 

Iphone.png

 

 Android

ANDROID.png 

Now, whenever you’re logged into this account and submit an item to Receipt Bank, it will be uploaded directly to the client’s account.

NOTE - Ensure that you’re logged on to the correct account if you submit for multiple clients. You can quickly change between your accounts from the ‘Account Settings’ page of the Mobile App. The active account is indicated with a check mark.

iOS

iOSacc.png

Android

AndroidAcc.png

Was this article helpful?
6 out of 8 found this helpful

Comments

Powered by Zendesk