We’re a Receipt Bank Diamond Partner!

Diamond Partner for Receipt Bank

On the 11 October, Olivia from receipt bank came to our office in Carmarthen and provided training for all the staff on new features of receipt bank to give us a refresher and time-saving advice on receipt bank.

Some of the features we learned included organising our individual dashboards within receipt bank, to enable us to keep track of clients deadlines to ensure we don’t miss any. We also learned setting up supplier rules to auto-publish certain suppliers if we purchase the same things from them on each invoice, for example Dwr Cymru/Welsh Water.

We took Olivia’s advice and guidance and throughout the month set up supplier rules, organised our dashboards and tracking and started utilising the features of receipt bank. In doing this we have now become Diamond Partners – having saved more than 500 hours over 30 days. This will hopefully continue to increase as we help our clients with the same time-saving features we learnt and started using.

-Jennifer Shipp (LHP Accountant), AATQB

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