When using Receipt Bank you quickly build up a history of your past receipts and invoices. Having these safely stored is essential for most tax authorities around the world but they are only safely stored if they are easily retrievable.
Receipt Bank enables both a 'Simple Search' and an 'Advanced Search' of your past transactions. Both are there to help you find your past and present accounts payable items within seconds.
The Simple Search allows you to search by:
- the amount the transaction was for,
- the date of the receipt or invoice and
- whether it has been been 'claimed' or 'published' to another software package
The Advanced Search allows you to do all this and search by:
- the category or nominal code of the expense,
- the unique ID of the transaction (provided by Receipt Bank),
- the supplier,
- the currency,
- the method of payment used,
- and several other useful fields.
And with each search you can, of course, take the items found and export the data to Excel, download the original images of the expenses in PDF or publish the transactions to other software!
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