Receipt Bank

Creating the connection between Tripcatcher and Receipt Bank can be completed in just a few clicks.

  1. In Tripcatcher, go to the Settings page.
  2. TRipcatcher Settinngs page showing connection to Receipt Bank
  3. Select publish to Receipt Bank and click the "Connect Receipt Bank" button. This activates the Tripcatcher connection to Receipt Bank.
  4. Enter your Receipt Bank login details.
  5. Once logged in you will be taken back to the Tripcatcher Settings page.
  6. Your connection from Tripcatcher to Receipt Bank is now setup.

To publish to Receipt Bank each Tripcatcher account needs to be connected to Receipt Bank. This connection is usually done by the user.

Once connected each user then publishes their own mileage. This is done from the user's Tripcatcher Expense Claim page by clicking the "Publish Detailed Claim to Receipt Bank". The user can publish all mileage on the page or can select a date range of mileage to be published.

Currently, Tripcatcher does not capture information for re-charging mileage expenses to a client.

However, you may be able to do this in your accounting package; you can do this in Xero Bills.

Currently, Tripcatcher does not capture information for tracking mileage to a project.

However, you may be able to do this in your accounting package, you can do this in Xero Bills.

You will need to disconnect your current connection and then re-connect to your new organisation.

  1. In Tripcatcher, go to the Settings page.
  2. Ensure the publish to Receipt Bank button is selected. Then click the "Disconnect Receipt Bank" button to remove the current connection.
  3. Now click the "Connect Receipt Bank" button. This activates the new connection to Receipt Bank.
  4. Enter your Receipt Bank login details.
  5. Once Tripcatcher is authorised to connect to Receipt Bank you are taken back to the Tripcatcher Settings page.
  6. Your connection from Tripcatcher to Receipt Bank is now setup.

This does depend on what information you are publishing. If publishing a simple trip of 18 miles at 45ppm then it will look like the image below.

Xero image of selecting client to mileage expense in bills

If you are reclaiming VAT on your mileage then the trip will appear in 2 line items - one line for the VAT portion and one for the non VAT portion.

Xero image of selecting client to mileage expense in bills

If reclaiming for passengers, this information will also appear as a separate line item.

Xero image of selecting client to mileage expense in bills

We do recommend you publish your mileage to Receipt Bank at least monthly. This is especially important if you are claiming VAT on your mileage expenses.

If you business's financial year is not the same as the personal tax year (6th April to 5th April), we recommend you publish your mileage claim before the end of your business tax year.

Trips saved from the Tripcatcher web or phone app are saved to the Tripcatcher Expense Claim page. It is from here that they are published to Receipt Bank. However Tripcatcher must be connected to your Receipt Bank account before you can publish. (See instructions on connecting Tripcatcher to Receipt Bank).

To publish your trips:

  1. Login to your Tripcatcher web app account;
  2. Go to the Expense Claim page where you will see all your trips;
  3. Click the publish button, underneath your summary information, and your trips will be published to Receipt Bank;
  4. Once published all these trips are moved to the Tripcatcher History page where you will see the publish confirmation id from Receipt Bank;
  5. You will also see your Tripcatcher mileage in Receipt Bank. Each trip is published as an individual item.

 There is no automatic way of republishing trips to Receipt Bank without re-entering them. In Tripcatcher they will have been marked as published and the miles already added to your mileage total.

However, there are a couple of things you can do:

  1. You can delete these trips from Tripcatcher and re-enter into Tripcatcher and then publish to the correct Receipt Bank account.  To delete these trips go to the Tripcatcher History page and click on the red dustbin on the right hand side of each trip you wish to delete, then click to confirm the delete.  This will adjust the mileage counter total. Then re-enter and publish as normal.
  2. The other option is to enter a summary journal in your accounting package for the trips you want to re-publish.  This mileage information is already in Tripcatcher and will then be in your accounting package in summary form.  You could also upload an image/file of the mileage into your accounting package as proof of the individual trips.