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Outstanding paperwork notifications for iOS devices

iphonebanner.pngcustom_extract.pngYou’ll receive a push notification when your accountant or bookkeeper has requested Outstanding Paperwork.

 1.Tap the notification to view the latest outstanding paperwork, or alternatively you can access your Outstanding Paperwork report via the main menu.

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 2.Select any item in the report to view more information and any notes left for you by your accountant or bookkeeper.

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 3.You then have the options:

  • To submit the relevant receipt by taking a photo of the item using your mobile device, upload an item from your device, or use your email-in address;
  • To dismiss the request if it’s not an expense you’ve made or if you don’t have the relevant paperwork;
  • Or to email your bookkeeper if the item was lost or if there are further circumstances you need to discuss;

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 4.Once you submit an item or dismiss it, your accountant or bookkeeper will receive a notification. The transaction will also be removed from your list of outstanding paperwork still to submit to Receipt Bank.

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