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

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:


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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