Receipt Bank makes storing and sorting all your bills and invoices easy, but unfortunately, many choose to skip using this handy software tool because they have so many different documents all stored in different places. You may have a folder full of receipts in your e-mail, half a tree of invoices stacked up on your desk and maybe even a few multiple-page invoices that you just aren’t sure how to load up into the software. Luckily, Receipt Bank has a variety of easy ways to upload many types of documents so you can keep accurate records of even long-past payments.
If you get some of your invoices by e-mail, then transferring them to Receipt Bank is actually easier than you might think. You don’t need to print them out and re-scan them back in, but can instead merely forward them to email@example.com. From there, they will be processed and brought into the software.
Paper Invoices and Receipts
If you already have printed copies of some of your invoices and receipts, putting them in will be a little more time-consuming but still just as easy. You need to take a photograph of the invoice or receipt with an iPhone, Android, or Tablet and submit it to your Receipt Bank account.
While the above method is great for single-page invoices, if you have several multiple-page invoices, you will want to use a scanner to scan in each page and then drop them in the Receipt Bank drop box. These receipts are harvested several times an hour and provide the easiest way of integrating multi-page invoices.
Was this helpful to your new experience with Receipt Bank? Want to learn more? Contact us today to learn more great bookkeeping and accounting services that will help your small business thrive.