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Receipt Bank – New Function

Receipt Bank has now introduced a new function called Bank Statements.

You can now have your bank statements converted to excel allowing you to import data into your accounting software.

Rather than manually copying each line of your clients’ Bank Statements into their accounting software, you can use Receipt Bank to automatically extract Bank Statement data and present it in a spreadsheet or CSV download format.

How to Submit Bank Statements for Processing:

  1. Make sure that you’ve set up a Bank Account for the statement that you want to upload
  2. Click ‘Add Items’ and select ‘Add Bank Statements’.
  3. Select your files by clicking on the ‘Click here to select files’ button or drag-and-dropping your file onto the green platform.

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