Receipt Bank will help streamline the processing of your supplier invoices, receipts and bills saving you time and improving the efficiency of your finance function.
Your Receipt Bank account has been set up and you will have already received your login credentials.
Where Deloitte manages your cloud ledger subscription, your Receipt Bank account will have been integrated to your cloud ledger. If you own your own ledger, you will need to link your Receipt Bank account to your cloud ledger. This article will guide you through the process - How to integrate Receipt Bank to your cloud ledger.
Submitting your Receipts and Invoices
1. How to use the Mobile App
As part of the Receipt Bank set up, you should have received an SMS message with a link to download the mobile app. Your user account will be added to the app during the download.
The app is perfect for:
- Taxi receipts
- Train tickets
- Restaurant/cafe receipts
- Anything you buy while out-and-about
2. Submitting items by email
You have been provided with your unique OCR email-in address which is where you send your digital receipts and invoices. Your email-in address will always end with 'receiptbank.me'.
Email submissions are ideal for:
- Uber receipts
- Amazon receipts
- Mobile phone invoices
- Anything that gets emailed to you
Review and publish your items
Once your submissions have been processed they will appear in your Receipt Bank inbox. You then just need to check the category codes and that the data captured is correct, before publishing each item to your cloud ledger.
Once you have a handle on how Receipt Bank works, you can start customising Receipt Bank to help automate the handling of your data.
The easiest way to start is by,
- Setting rules for your regular suppliers
- Auto-publishing items to your cloud ledger
- Setting up Fetch connections
We recommend you check out the Receipt Bank Help Centre. It contains lots of information from 'getting started' to the use of the more advanced features in Receipt Bank.
Should you ever have a question about tax or what's a legitimate expense, please ask your Deloitte Private engagement team.
If you need assistance with your Receipt Bank account, please contact the Connect Platform Team.