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Receipt Statuses & Filters
Receipt Statuses & Filters

Keep track of your receipts using Status Tabs & Search Filters

Sean Starks avatar
Written by Sean Starks
Updated over a week ago

Receipt Statuses:

On the Receipts page, you'll notice that receipts are separated into 3 different status tabs:

  1. Inbox:

    • All newly-created receipt drafts are located here.

    • This is also where your linked credit card transactions will be shown.

    • These receipts have not yet been submitted for review.
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  2. Waiting for Review:

    • All Receipts that your team submits for review (from the Inbox) will be end up here.

    • This is also where you can choose to have the receipt Sync to QuickBooks.
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  3. All:

    • Once a receipt is reviewed, it'll be found here.

    • Along with all historical receipts from Inbox, Waiting for Review & QuickBooks.

Receipt Filters:

You have multiple ways to filter your receipts, including by:

  • Date

  • Cost Code

  • Account

  • Job

  • Vendor

  • Status

  • Draw Status

  • Billable Status

  • User

  • Payment Account

  • Card Link Status

  • Receipt Status (i.e., Picture or No Picture)
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    • ​Tip: You can also mix & match these filters!

Download your Receipts:

Download Options: Click the green Download button for 2 options.

  • Download All: Download all files in the current status tab.

  • Download Selected: Place checkmarks next to the specific transactions that you'd like to download.

File Format Options: Then choose your preferred file format to download.

  • Transactions (XLSX): An Excel spreadsheet listing your transactions.

  • Backup (PDF): A combined PDF with images of all receipts.

  • Backup (ZIP): Individual PDFs for each receipt image.

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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