Xero Add-on | Receipt Bank Setup

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Automate your Accounts Payable

Our Receipt Bank Champion will organise your Receipt Bank Setup and integration with Xero. Our partnership with Receipt Bank is an example of how Virtual Assistant on Call is continually taking advantage of new technology to help our clients improve the efficiency of their businesses!

Your bank feed supplies Xero with the latest information on your cash in / out.  Receipt Bank helps automate your accounts payable process, by processing your bills and expenses claims, and pushing them into Xero. Each of our clients’ staff members will receive access to their Receipt Bank Account. Each with their own unique User Name and Access Level.

By adding transactions that have yet to hit the bank account and the supporting documentation of your bank transactions, Receipt Bank ensures that your data in Xero is always up to date and ready for reconciliation.

What we do:

  1. Streamline and automate your accounts payable.
  2. Ensure consistent processing.
  3. Fully automate your regular supplier invoices by pushing them automatically into Xero – Hands free!
  4. Save $$$ on accounts payable manual processing

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How to submit receipts and invoices to Receipt Bank?

You can submit your receipts and supplier invoices to Receipt Bank in a variety of ways:

  • iPhone and Android apps
  • Dropbox
  • Email-in (using your unique email address – ask your suppliers to send them directly into Receipt Bank)
  • Post – Mail in hard copy receipts

How does Receipt Bank work?

Receipt Bank converts those annoying bits of paper – receipts and invoices – into data which is pushed into your Xero business account.

Receipt and invoice processing

Receipt Bank extracts the necessary data from the transactions and securely stores the scanned copies in your online account, ensuring your business records are saved securely and are easily retrievable in either Receipt Bank OR Xero.

If you would like a Receipt Bank free trial account please contact us on 0406 256 036 or simply fill in your details on the form below.

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