Receipt Management

Log in to the AIB Trust Mobile App, navigate to ‘Manage Receipts’

Select ‘Capture Receipt’

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

The app will try to capture the receipt using 'automatic' mode, the blue area shows where the app has auto-detected a receipt. You can also switch to ‘Manual' mode to capture your receipt

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

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

Log in to the AIB Trust Mobile App, navigate to ‘Manage Receipts’

Click on ‘Receipts’ at the top of your screen

Click on the ‘Select’ button and then select those you would like to export

Click on ‘Export’ at the bottom of your screen, you will be asked what format you'd like

Send the exported list to yourself, your accountant or bookkeeper

Log in to the AIB Trust Mobile App

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

Select the transaction you would like to attach your receipt to

Select 'Capture receipt' under the Attachment title top right of the page

Capture the receipt using the skills you previously learned in the capture guide

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

Log in to the AIB Trust Mobile App and go into the folder list

Select the folder you wish to export (maximum 400 receipts)

Choose “Export” in the options menu

Select the desired format for your receipts export

Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

Log in to the AIB Trust Mobile App, navigate to the receipts list

From the receipts list, tap on “Select”, or tap on “Select All”

• If selecting all, this will select all the receipts currently displayed on your screen.
• You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).

Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)

Choose “Export” in the options menu

Select the desired format for your receipts export

Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

Log in to the AIB Trust Mobile App, navigate to the receipt list

From the receipt list, tap on “Search” or the search icon

Use the filters to refine the receipt results as desired (date range, category, type, etc..)

From the results list, tap on “Select”, or tap on “Select All”

• If selecting all, this will select all the receipts currently displayed on your screen.
• You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).

Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)

Choose “Export” in the options menu

Select the desired format for your receipts export

Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

Log in to the AIB Trust Mobile App

Navigate to "Recent Exports"

The whole package (CSV, XLS, PDF) will be zipped as a single file that you can access from here

Log in to the AIB Trust Mobile App

Navigate to "Recent Exports"

Tap on an exported file, there is a sharing icon that provides you with the ability to share it using the standard iOS and Android sharing options such as email.