Page 11 - CBS Client Handbook
P. 11

2. ​DO​ Submit one document at a time






                                     Each receipt is a single transaction in Receipt Bank so submit
                                     one transaction at a time please!

                                     Submissions with multiple receipts will get stuck in Receipt
                                     Bank and will need to be manually removed and processed.




























        3. ​DO​ submit receipts and credit card slips together






                                     In this case – DO submit two documents together as both of these
                                     documents relate to one single transaction.


                                     If you have multiple cards then this will help match the payment to the card
                                     or account from which it was paid.

                                     Ensure that the small credit card receipt is placed beside the other receipt,
                                     or somewhere lying on the larger receipt where it does NOT cover any
                                     pertinent information.  This includes the name, address and HST number of
                                     the place your made your purchase from.  The date of the purchase, the
                                     item descriptions or amounts per item or totals.












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