Receipt Statuses:
On the Receipts page, you'll notice that receipts are separated into 3 different status tabs:
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.
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.
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)
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].