Receipt Importer is simple to use.
On the web, log into your account and go to the ‘Tools & Services’ tab. Click ‘Browse Files’ and select the images of your receipt from your computer. You can use the ‘Drag and Drop’ feature to upload the files more easily.
In your app, go to the ‘Admin’ menu’ > tap 3 dots next to ‘Accounting’ > ‘Receipt Importer’.
Once you upload your receipts, Receipt importer will match them to your card transactions and show you a summary. Have a look to check if everything is correct and tap ‘Confirm’.
You can also match receipts manually outside of the Receipt importer. If you have a receipt that’s related to more than one transaction, go to your transactions timeline > select the relevant transaction > ‘Add attachment’.
Here’s a few ways you might want to use yours:
Set money aside for marketing, supplies, salaries, emergencies and other expenses
Separate capital expenditures from daily expenses
You can either top-up your additional account, or receive bank transfers and Payment Links settlements for these purposes.
You can’t use an additional account for:
Running another business or limited company, or to separate the money of your business from the money of your clients
Receiving payments with a card reader or Tap to Pay on iPhone
You can set up Direct Debits and Standing orders for your additional account, just as you do this with your main account.
How do I open an additional account?
In the app, go to ‘Payments’ > ‘Accounts’ > ‘Add’.
We’ll ask you for your business details, like your registered business name and the purpose of the additional account. Then, you’ll need to authenticate with a fingerprint or face recognition, and the account will be created automatically.
In the app, there are two ways to see and switch between the accounts of a single business:
Tap ‘Payments’, swiping left or right to see your accounts. Then just tap the one you want to view.
Tap ‘Accounts’ and select one from the list.
