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How to use multiple Accounts on the Mobile App

If you have more than one Receipt Bank login (or you are an accountant/bookkeeper managing multiple clients’ accounts) you may want to swap between logins when using the Receipt Bank Mobile App.

iOS [Apple] App:

1. Press the ‘People’ icon in the top-right of the screen.

2. Click to 'Add Account' and then fill in the login details of your account.

3. You can now switch between accounts by pressing the ‘People’ icon and selecting your desired account.
Your current selection is indicated with a blue tick.

 

Android App:

1Press the Menu button in the top-left of the screen.

2Press 'Settings'.

3. Press 'Add Existing Account' and fill in the login details of the account.

3. You can now switch between accounts by pressing ‘Settings’ and selecting your desired account.
Your current selection is indicated with a grey tick.

 

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