supportguides

Guide to registration

1. Log in to the Ulster Bank Mobile App, select Business at the top of the screen

2. Select Manage Receipts

3. View the Terms and Conditions then either Accept or Cancel

4. Create a password

Congratulations, you now have access to Receipts!

 

Guide to capturing receipts

1. Log in to the Ulster Bank Mobile App, select Business, navigate to Manage Receipts

2. Select Capture Receipt

3. On first use you will be asked to allow access to the camera, this will allow the app to take a picture of the receipt

4. The app will try to capture the receipt using 'automatic' mode, the blue area shows where it thinks the receipt is. You can also switch to 'manual' mode to capture your receipt

5. Once the picture has been taken, you will be presented with a preview

6. Next you'll see the information captured from the receipt digitally, this information can be edited if required

Well done, you have just captured your first receipt!

 

Guide to transaction matching

1. Log in to the Ulster Bank Mobile App

2. Select the account you made the payment from and go to View transactions

3. Select the transaction you would like to attach your receipt to

4. Select Capture receipt under the Attachment title top right of the page

5. Capture the receipt using the skills you previously learned in the Capture guide

6. You will now have the ability to view the receipt for this transaction 

Well done, you have just complete your first transaction match!

 

Guide to view receipts

1. Log in to the Ulster Bank Mobile App, select Business, navigate to Manage Receipts 

2. Select the receipt you would like to view from your captured receipts 

3. You can switch between original receipt which is the photo or enhanced receipt which is your digital receipt

Well done, you've just viewed your receipts! 

 

If you have complete transaction matching for your receipts you can also follow the below,

1. Log in to the Ulster Bank Mobile App

2. Select the account you made the payment from and go to View transactions 

3. Select the transaction you would like to view

4. Top right of the page under Attachment you'll have the option to View Receipt

Well done, you've just viewed your receipts!

 

 

Guide to exporting receipts

1. Log in to the Ulster Bank Mobile App, select Business, navigate to Manage Receipts

2. Click on Receipts at the top of your sceen

3. Click on the Select button and then select those you would like to export

4. Click on export at the bottom of your screen, you will be asked what format you'd like

5. Click on Export 

6. You can send your exported list to yourself

Well done, you've just exported your first Receipt! 

 

✔ Stay within budget by filing expenses in folders that track total spent
✔ 
Add notes and tags about the business purpose of each expense
✔ 
Export and digitally archive purchase records 
✔ 
Account for cash receipts to monitor cash flow
✔ 
Search by item, currency, category, payment method or date range
✔ View itemized receipts that are automatically reconciled to your bank transactions if paid for using your Ulster Bank cards

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