{"id":373,"date":"2020-02-03T19:40:50","date_gmt":"2020-02-03T19:40:50","guid":{"rendered":"https:\/\/www.oneaccounting.co.uk\/news\/three-quick-easy-wins-receipt-bank-users\/"},"modified":"2023-01-11T11:06:15","modified_gmt":"2023-01-11T11:06:15","slug":"three-quick-easy-wins-receipt-bank-users","status":"publish","type":"post","link":"https:\/\/www.oneaccounting.co.uk\/three-quick-easy-wins-receipt-bank-users\/","title":{"rendered":"Three quick easy wins for Receipt Bank users"},"content":{"rendered":"<p>Receipt Bank is a great time saving app that links with Xero. Receipt Bank extracts the key information from your receipts and invoices, removing the need for time consuming manual data entry<\/p>\n<h4>We&#8217;ve introduced dozens of clients to the benefits of using Receipt Bank to streamline their bookkeeping. <\/h4>\n<p><\/p>\n<p>Here are three quick easy wins to help you get the most out of Receipt Bank. <\/p>\n<h4><\/h4>\n<h4>1. The three most common ways to add receipts<\/h4>\n<p>You can send receipts in by using the mobile app, email or uploading them directly.<\/p>\n<p><strong><u>How to submit items via Email:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/youtu.be\/V7M0zcz2OK4\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/V7M0zcz2OK4\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><br \/><\/a><\/p>\n<p><strong><u>How to submit items via mobile app:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/youtu.be\/2p7hlxA50C0\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/2p7hlxA50C0\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><br \/><\/a><\/p>\n<p><strong><u>How to submit via direct upload:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/youtu.be\/bU_NdLQVcFM\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/bU_NdLQVcFM\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><br \/><\/a><\/p>\n<p><strong><br \/><\/strong><\/p>\n<h4><a href=\"https:\/\/youtu.be\/bU_NdLQVcFM\"><\/a>2. Use Fetch to automatically collect your bills and invoices from supplier websites, and bank statements from your bank portal.<\/h4>\n<p>This means that you don\u2019t have to spend any more time logging into websites, finding your documents and downloading them. Instead, Receipt Bank will automatically check each of your authorised suppliers and banks once a week and add any new documentation straight to the inbox.<\/p>\n<p><strong><u>How to use invoice fetch: <\/u><\/strong><\/p>\n<p><a href=\"https:\/\/youtu.be\/FTBJvMSM5bM\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/FTBJvMSM5bM\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><br \/><\/a><\/p>\n<h4>3.Use Supplier Rules to establish routine behaviours <\/h4>\n<p>It&#8217;s common that a business will purchase the same type of goods or services from a single supplier, for example;<\/p>\n<p>Uber receipts are always categorised as a travel expense<\/p>\n<p>Adobe, Google, Apple &#038; Microsoft receipts are always categorised as IT costs<\/p>\n<p>Gas and Electricity bills are always categorised under utility costs<\/p>\n<p>Supplier Rules automate this behaviour, so that you don&#8217;t need to review predictable paperwork from repeat suppliers.<\/p>\n<p>You can use Supplier Rules to assign a default;<\/p>\n<p>Category<\/p>\n<p>Invoice due date<\/p>\n<p>Tax rate<\/p>\n<p>Payment Method<\/p>\n<p>Paid\/unpaid status<\/p>\n<p>Description<\/p>\n<p>Once you&#8217;ve set a supplier rule, it will be applied every time a new transaction from that supplier is uploaded to Receipt Bank. It will also be applied to every existing transaction from that supplier in the Inbox.<\/p>\n<p><strong><u>How to set up supplier rules:<\/u><\/strong><\/p>\n<p><a href=\"https:\/\/youtu.be\/rtD0SXVKKZ4\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/rtD0SXVKKZ4\" frameborder=\"0\" allow=\"accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen=\"\"><\/iframe><br \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Receipt Bank is a great time saving app that links with Xero. Receipt Bank extracts the key information from your receipts and invoices, removing the need for time consuming manual data entry We&#8217;ve introduced dozens of clients to the benefits of using Receipt Bank to streamline their bookkeeping. Here are three quick easy wins to [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":374,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1,125],"tags":[117,116],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Three quick easy wins for Receipt Bank users - One Accounting<\/title>\n<meta name=\"description\" content=\"Receipt Bank is a great time saving app that links with Xero. 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