Import Receipts

Select 'Accounts' on the navigation bar

Select 'Account Processes'

Select 'Import Receipts'

Select whether the file is a 'Bank Statement' or a 'Card Statement'

You can either click to select or drag and drop the CSV file into the drop box

Once the file has been added, select ' Upload'

The import process will then be initiated and the file validated

Once the upload has been completed, you will get a notification in the notification centre

Select the notification

You will now need to approve the receipts before selecting ' Approve & Import'

The import will then be queued

You will then get another notification in the notification centre confirming once the import is complete

By selecting 'Actions' you can mark this notification as read