Note: this functionality is only available for Direct, Streamline and Optimize Partner accounts. Find out more about the different Receipt Bank products here.
If your Receipt Bank account is integrated with Xero or QuickBooks Online, you can set up an additional integration with Bill.com, WorkflowMax or Gusto.
This means that you can tailor your workflows to your specialised products, and send data to the appropriate software directly from Receipt Bank.
How to set up an additional integration:
1. Navigate to the ‘Account Settings’ menu and click on the ‘Integration’ tab.
2. Click ‘Set Additional Integration’, Select your required software and confirm your details.
3. Your additional integration is now set up.
4. Your ‘Integration’ tab is now split into two sections; one where you can adjust the settings for your primary integration, and one for your secondary integration.
In the Inbox, you’ll find a dedicated ‘Integration’ column, where you can specify which integrated software the item should be published to.
You can automate which integration items are attributed to by default from using Supplier Rules or the Integration Account Settings page.