How to use Receipt Bank’s Mobile App

Annette Ferguson

Annette Ferguson

How to use Receipt Bank’s Mobile App

Receipt Bank’s free mobile app is the quickest way to regularly submit your receipts, invoices, and expenses on the go. Once you’ve downloaded it from either the iOS App Store or Google Play Store, tap on the app’s logo to open it.

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If asked, allow notifications then enter the credentials you use to access the Receipt Bank web application and tap “Log In”. 
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If you received instructions to download the app via an SMS message, all you need to do is enter a new password.
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To submit your first item, tap the camera icon at the bottom of the screen and grant access to your phone’s camera and photo library, if prompted. 
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All you need to do is get your item in frame, and tap the green shutter icon to take a photo. 
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If you need to enter specific information such as a unique description or tracking class, you can do so by tapping “Edit” in the top right corner. 
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Note that most of the fields are grayed out – these are the ones that we extract from the item for you.
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Tap “Save” in the top tight if you changed anything, then “Submit for Processing” at the bottom of the screen. 
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You’ll see your item get uploaded to Receipt Bank and start processing.
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In no time at all, it will be in your inbox ready to export. 
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Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!