In June we focused on lots of updates to make working and navigating around Receipt Bank easier than ever! Let’s kick off the June product update!
AN IMPROVED LOOK
Welcome home to your new dashboard – Client Management. It’s focused on giving you all the information you need as soon as you login. It will provide you with an overview of all your clients, give instant access to manage their accounts and show the number of items in the inbox metric.
Waste no time getting started with your new home screen – Client Management.
*Not applicable for Practice Platform or Optimize
EASILY RECOGNISE YOUR CLIENT EXPORTS
We’ve updated the file name when you’re exporting your clients submitted items. The file name now includes the client name and the date of the export, making it easier for you to identify which client the file belongs to when exporting multiple files
ADD NEW CLIENTS MODAL
We’ve updated the ‘add clients’ modal. The changes to this modal make it simpler to navigate around and even more straightforward to add clients!
CONNECTING WITH THE CLOUD
You can now integrate your Receipt Bank Extract account with KashFlow, providing your clients with an end-to-end service to suit their needs. KashFlow takes care of invoices, VAT reporting, payroll and more – use this integration to cut out the time delay between items submitted and items reconciled with real-time accounting.
Learn more about integrating accounts on Receipt Bank.
COMING SOON: MARK ITEMS AS BILLABLE
Following feedback provided by QuickBooks Online users, we’re excited to be launching a QBO Billable Checkbox! Once released Quickbooks Online users will have a ‘Mark as billable’ checkbox on items. If you wish to mark the item as billable, simply select the checkbox, and once published, the item generated in QBO will marked as a billable expense – ready to create an invoice.
We’re adding this functionality to the mobile app too!
SUBMITTING ON YOUR MOBILE
RECEIPT BANK MOBILE APP
If you’ve updated your app, you’ll notice our new logo!
More mobile functionality for integrations – For those integrated with WorkFlowMax, you will find projects are now included in Expense Reports! Quickbooks Online users will enjoy more functionality with an upcoming release!
A great shortcut – you will find that by clicking on the message within an item message reminder email, will now navigate you straight to the notification screen.*
Bug fixes to make the app run smoother – we’ve fixed the issue of receipts being stuck on upload and we’ve fixed the changing password failures. Additionally, this update includes crash fixes.
*only emails opened within mobile
Android 3.1.0 includes our new logo – learn more about the new look here! This Android update also supports the upcoming functionality for Quickbooks Online users. Finally, it includes bug fixes to make the app run even smoother!