Receipt Bank is a productivity tool - we help you to save time. (We help you to save money as well but that's for another post...!).
To do this well Receipt Bank has to be really easy-to-use and it has to be very clear 'where' each of your expenses are at any time. For example:
- has it been submitted to us?
- has it been processed?
- has it been exported into another software package?
- etc.
After speaking with a significant number of our users we identified a method by which we could improve our ability to show 'where' your expenses are. And, today, we have launched this improvement - the creation of the 'Unclaimed items' and 'Claimed items' tabs.
Previously these two tabs were called 'new receipts' and 'receipt library':
The new tabs are very different and highlight a number of changes and new features that have been introduced to Receipt Bank over the past 6 months:
We process a lot of invoices! So it no longer made sense to have our tabs refer solely to receipts.
Older transactions should be archived. So that they are easily searchable but don't clutter your account.
Our workflow features and reports help save time. By bringing all the items that have yet to be 'claimed' into their own tab it makes it easier to use our workflow features and reports - saving you even more time!
From now on, when a new item is submitted to Receipt Bank it will appear in your 'Unclaimed items' tab. As soon as it is exported, published to other software or added to an Expense Form then it will be transferred to your 'Claimed items' tab.
This means that your 'Unclaimed Items' are those that require your attention and your 'Claimed items' are those that have already been dealt with.
(Please note that if you use any of our automated functions such as automatic synchronisation then items can move straight into your 'Claimed items' tab without you having to take any action).
We believe that this change will make it even quicker to deal with your receipts and invoices!