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Automatic Line Item Extraction

custom_only.pngWe can automatically extract line-items from invoices during processing. These have to be submitted as “native” PDFs, and must be emailed and requested via support@receipt-bank.com.

We do not currently offer this for receipts, credit notes, or credit card statements.

If you wish to export line items in a CSV then make sure you select ‘Receipt Bank Default (line items)’. This format can be chosen from the Account Settings menu in General tab:

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Please remember that we can not send line items to some integrations due to some specifics in their API. These will still show up on the CSV export though.
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