de Jong and Phillips LLP

Receipt bank – How it works

#1

#1

Clients submit their items to you by taking a photo with our mobile app, email in, or simply upload receipts and invoices via desktop.

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#2

#2

Relevant information will be extracted accurately so you don’t have to do any data entry. See the data appear in your Practice Platform.

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#3

#3

Your client’s receipt and invoice data is automatically sorted and categorised once it arrives. Set your own rules to apply nominal codes, categories and more.

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#4

#4

Our Auto-Publish tool can publish items straight to your cloud accounting software. We also pull data from your software to make quick work of bank reconciliations, payroll and sales.

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