One of the problems we often find with uploading to Receipt Bank is the confusion between, Single, Multiple and Combine options when uploading via the smartphone app, and also between Single Item or Multiple Item in the website version.
There is a confusion caused by the naming conventions used Multiple often gets confused with Combine and we notice for several clients that we have to download the uploaded files and re-upload correctly.
Below you will find our upload instructions for Receipt Bank, but in order to clarify we have attempted to explain below the difference between the three options and when they should be used.
Smartphone Uploads to Receipt Bank
Here we have three options, Single, Multiple or Combine, the options can be selected by swiping right and left when in the camera screen.
We will look at each option in order and hopefully in future you will never be confused again….
Hopefully the most obvious of the three options. Have a single receipt or bill to submit, use this option and tap submit for processing once you are happy all is in focus.
Use this option when you have more than one single page bills or receipts to upload together, keep tapping the green button and watch the image count rise as you do, when all captured tap the orange tick to upload.
When you have a bill or receipt that spans over two pages or more use this option, this works similarly to Multiple in that the number count increases as you tap the green button, but instead of referring to number of invoices it is now referring to number of pages in the invoice/receipt you are scanning. Once all captured use the Orange Tick to submit.
Desktop/Web Console to Receipt Bank
On the Website there are only two options (which probably confuses the issue further). You either have single item, or multiple item as an option.
It is important to understand these options before scanning, especially if you prefer to scan in batches. Our advice is to split all single page invoices and scan as a batch, and then to scan the multipage invoices as individual items.
At this point the procedure is slightly different from the Mobile Upload.
These can be single page documents or multipage documents, as long as each file represents a single invoice. For example you may have scanned 5 single page bills (as individual files) and 2 multipage bills (again as single files), with this option selected you can upload all these files at once.
If you have scanned more than one single page bill as a batch then this is the option you would use. The software separates each page out as an individual file therefore it is important that you do not have any multipage invoices in the batch.
It’s as simple as that…and for a quick recap:
- Single – One bill/receipt
- Multiple – Multiple one page bill/receipt
- Combine – Multipage bills/receipts (submitted after every page of each bill is captured)
- Single – one bill/receipt per file (whether single or multipage)
- Multiple – batch of one page bills/receipts
Hopefully that helps you avoid these mistakes in future.
Our detailed instructions with pictures can be found here
Also consider using the newly available Invoice Fetch to allow Receipt Bank to access your online accounts and add bills directly to your inbox for Processing and also there is the option to email in direct which should save the hassle of scanning and snapping.
Vector illustration credit: <a target=”_blank” href=”https://www.vecteezy.com”>Vecteezy!</a>