Manage your business on the move

To use the most recent version of the Mobile Banking App with all the latest features:

• Android users will need to be on a device compatible with Android OS version 8 and above
• iPhone users will need to be a device compatible with iOS OS version 15 and above.

You can find out which operating system (OS) you have on your device by checking your device information in the settings.

You can have the App on up to three mobile phone devices. If you reach the maximum limit you can call us on 0345 08 08 500.

Check:

1. Your phone has a signal and internet connection 
2. You’ve registered the correct mobile phone number with us - check this in your Online Banking and call us or come into a store if you need to change it
3. You’ve entered these details correctly:

• Your 12-digit customer number or username
• Your 8-digit security number and password
• Your 8-digit one-time passcode code which was sent to you by SMS.

4. If you didn’t receive the text, you can request a new one within your Metro Bank App. If this still doesn’t work call us on 0345 08 08 500 or pop into a store.

If you still can’t activate the App, come into a store or call us on 0345 08 08 500.

To access receipt capture, you need to be a business customer using our Metro Bank App for business banking. If you’re not already using it, download our Metro Bank App.

To add a receipt to a transaction, follow these steps:

1. Log in to your Metro Bank App
2. Go to your business account
3. Pick the transaction you want to add a receipt to
4. Tap ‘Add receipt’
5. Capture your receipt or add a receipt from your phone’s photo gallery. You can add up to a maximum of two receipts to a transaction

You can also add a receipt via ‘My receipts’, by following these steps:

1. Log in to your Metro Bank App
2. Scroll to the ‘My receipts' banner towards the bottom of the page
3. Tap ‘Add receipt’
4. Capture your receipt or add it from your phone’s photo gallery

Use ‘My receipts’ to keep all your receipts in the same place. You’ll then have a digital copy of every receipt, so it won’t matter if you lose the original paper one. It’s great for things that you’ve paid for in cash, or for keeping track of new transactions that aren’t showing up in your business bank account yet.

You can store as many receipts as you like in ‘My receipts’ on your Metro Bank App, and they do not have to be linked to a transaction.

Anyone with access to your Metro Bank business account will be able to see the receipts added to it.

Yes. If you add a receipt to ‘My receipts’, our ‘smart matching’ feature will automatically add it to relevant transactions in your Metro Bank business account. Receipts are added to transactions based on their value and date. It’s a good idea for you to check that receipts have been added to the right transaction.

To see your receipts, just follow these steps:

1. Log in to your Metro Bank App
2. Scroll to the ‘My Receipts’ banner at the bottom of the page
3. Tap ‘View all’

To download your receipts, just follow these steps:      

1. Log in to your Metro Bank App
2. Scroll to the ’My Receipts’ banner at the bottom of the page
3. Tap on ‘View all’
4. Choose ‘Select’ in the top right corner
5. Now ‘Select all’ or tick the individual receipts you want to download
6. Tap ‘Export’
7. Specify the file format you want to export in

Receipts can be downloaded in the following file formats:

• CSV
• Excel
• PDF
• A zip file with the receipt in all the above formats

You can remove a receipt from a transaction by following these steps:

1. Log in to your Metro Bank App
2. Select a bank account
3. Pick the transaction you want to remove a receipt from
4. Select ‘Edit’
5. Tap the unlink icon
6. Tap ‘Done’

To delete a receipt from the App, simply follow these steps:

1. Log in to your Metro Bank App
2. Scroll to the ‘My receipts’ banner towards the bottom of the page
3. Select ‘View receipts’
4. Pick the receipt you want to delete
5. Tap ‘View receipt’
6. Tap ‘Delete’

You can forward emailed receipts to the App. You’ll need to create a special email address in the App to receive these emails. Set this up by following the steps below:

1. Login to your Metro Bank App
2. Scroll to the ‘My receipts’ banner towards the bottom of the page
3. Select ‘View all’
4. Select ‘More’
5. Select ‘Set up receipt email’

Once you have set up your receipt email address, you are good to go. Simply forward any emailed receipts in PDF or HTML format to your receipt email address, and they will be stored as digital copies in ‘My receipts’.

We block emails from certain domains to avoid spam. Most receipts will not come from one of the blocked domains. You can forward emails from any email address (inducing blocked domains) if the original email is from a domain that isn’t blocked. If you have a valid receipt email from one of these domains you might need to take a picture of the receipt and add it to your receipts manually instead. These are some of the domains that are blocked:

• Yahoo.in
• Email.com
• Yahoo.com
• Mail.com
•  Live.com
•  Yahoo.co.in
• Me.com
• Yahoo.au
• Yahoo.co.uk
• msn.com
• inbox.com
• office365.com
• facebook.com
• googlemail.com
• Canada.ca
• Aol.com
• Yahoo.ie
• msn.ca
• icloud.com
•  yahoo.ca
• Hotmail.com
• Ymail.com
• Outlook.com
• Comcast.net
• Att.net

No, you can’t add a receipt to a transaction that’s not in your account yet. You will have to wait for the transaction to clear and Appear in your account before you can add a receipt to it.

If you’ve captured a receipt in ‘My receipts’, ‘smart matching’ may add the receipt to the transaction once it’s cleared.