We've recently started providing a new feature for bank statements extraction for Partners and their clients.
If you're a certified Receipt Bank Partner, you can schedule a call with your Account Manager and subscribe to the Bank Statements feature.
Also, you can check to see if your bank is eligible in the attached file (see link below).
Some important information to have in mind:
- To submit, you must email your digital or scanned bank statement to firstname.lastname@example.org.
- State in your email whether you would like to receive a CSV (compatible with Xero and QBO) or a Receipt Bank Excel document.
- Ensure any images are 200dpi x 200dpi.
- Your Bank Statements invoice will be separate from your Receipt Bank invoice.
- Your Bank Statements invoice will not be shown in your Receipt Bank account.