The Receipt Bank Blog

News, advice and tips from the world of cloud accounting

Receipt Bank Tip of the Month - More than Just Receipts

Did you know that Receipt Bank can handle so much more than just receipts? While our name suggests we’re experts in receipts, and we are, utilizing Receipt Bank to automate ALL documents in your client’s payables function is the best way to be both profitable and efficient.

Receipt Bank is able to identify a whole host of source documents, including invoices and credit notes. So when your client asks, “which documents should I send to Receipt Bank?” the answer is simple - ALL of them. Now you and your clients have a digitized, secure, and searchable record for every business transaction. If you don’t need it, you can just delete it.

With the New Year comes the opportunity to discuss streamlining processes and improving productivity with your clients. Receipt Bank is the perfect tool to facilitate that conversation.

To make sure you’re getting the most out of Receipt Bank, schedule some time with your account manager today!