Streamline and save with Receipt Bank Practice Platform
Rating: 10 out of 10
February 02, 2018
TH
Vetted Review
Verified User
3 years of experience
Receipt Bank Practice Platform has been implemented to make managing multiple clients on Receipt Bank more efficient. It allows visibility across all clients proving insights and information vital to managing clients. It is used across the organisation by all team members. It provides key metrics for the team to effectively manage clients' usage of receipt bank. It allows them to identify where key data is missing and needs to be submitted by the clients. It allows the team leaders to review the bookkeeping progress and identify bottlenecks that will inhibit tasks being completed on time. It provides seamless communication to clients via the app so as not to add more emails to their inbox that may go unnoticed. It assists in our delivery of a paperless free bookkeeping service.
- Key metrics on the submissions by clients and any delays. This allows for early identification where client may be struggling to get the information submitted to Receipt Bank, holding up the bookkeeping processing and ultimately delays in delivery of information to the clients.
- Identifying unprocessed receipts sitting in the clients Receipt Bank file.. This assists in managing internal workflow and aiding team members who may find they need assistance in completing key tasks.
- Identifying which clients are using Receipt Bank effectively and which clients need assistance. This can provide the opportunity to discuss with all clients what works well for them and what needs improvement by sharing some of the wins from other clients.
- Providing managers the ability to review with ease the progress of Receipt Bank processing by client and by bookkeeper. This allows them to identify issues literally before they occur.
- Receipt Bank Practice Platform had a positive impact on my practice. It saved time for all team members. It provided invaluable insights allowing for better process management.
- Receipt Bank Practice Platform assisted in the better management of clients by providing great insights into the bookkeeping processing. It allowed for early identification of issues.
- It delivered on our paperless offering to clients and a streamlined approach to their bookkeeping.
- It helped us save our clients time and money.
I use both Receipt Bank Practise Platform and Hubdoc as they both have provided different features that are effective for my practise.
A product that has a dashboard is very effective. Being able to go to one location and see all information on clients is vital to better productivity. I always do a full analysis of new products before implementing them in my practice. This assessment allows me to analyse the impact on internal productivity and also external ease of use and effectiveness for clients. They must deliver on solving an issue for my practice or my clients or both,
A product that has a dashboard is very effective. Being able to go to one location and see all information on clients is vital to better productivity. I always do a full analysis of new products before implementing them in my practice. This assessment allows me to analyse the impact on internal productivity and also external ease of use and effectiveness for clients. They must deliver on solving an issue for my practice or my clients or both,