What is Receipt Box?
Our “Receipt Box” feature is like a mini “Dropbox” app within our app that lets you sync receipts across all devices. Storing receipts in the Receipt Box has following additional advantages –
- Users do not end up cluttering their phone’s photo gallery – deleting old receipts from the photo gallery can be a pain!
- Even browsing receipts from the phone’s photo gallery is a tough task as all receipts related thumbnails look the same – hence, spotting the receipt you really need can be a challenge. We solve this problem by making the receipt thumbnails within Receipt Box larger and more readable without having to open each receipt!
- We sync receipts across all your devices immediately (if you are connected to the internet) – so users do not end up losing their receipts! Or having wallets full of receipts! Who likes that?
- Once Receipts are attached to an expense line, they automatically move to the “Completed” tab from the “Pending” tab, helping users stay organized!
- Plus Receipts get scanned automatically (using our Receipt Scan add-on) for auditing and productivity reasons! No more users entering the wrong amount or wasting time keying in the information manually!
- Corporate Card Transactions when imported from Visa / MasterCard / American Express, will lookup for the corresponding receipt in the receipt box and attach it automatically!
- Have a multi-page Receipt? Or have a Receipt that has Supporting Documents? You can click pictures of each page directly via Receipt Box’s “Camera” Option and then use the “Create PDF” option provided within Receipt Box to combine all pages into a single document. This way you can skip a trip to the scanner!
How to store receipts in the receipts box?
1) The Receipt Box link can be found under the ‘Expense Reports’ option
2) Pending Tab will show all the receipts added to the receipt box which are yet to be attached to any expense line. Any receipts added to the receipt box on the mobile phone will also sync and show up here.
3) When you click on the Completed tab, you will see all receipts that you have already attached to the expense lines.
Adding a Receipt to Receipt Box
4) Click on Options->‘Add New Receipt’ button and then Choose file to Add a receipt with only allowed file extensions such as - *.jpg, *.jpeg, *.gif, *.pdf and *.png
5) Browse the receipt on your computer and click Open
6) You will see the status as Loading... Once done, you’ll get the"Upload Successful" alert as shown below
7) Verify that the receipt got uploaded in the Pending Tab.
Deleting a Receipt from Receipt Box
8) To delete a receipt from Pending Tab, select the ones you want to delete and click on the 'Delete Selected' link.
Attaching a Receipt to an expense line from Receipt Box
9) On the expenses page click on the ‘Add New Expense’ button and then enter the required information in order to create the expense.
To attach a receipt to the expense, click on 'Add Receipt' and Select Source as ‘Receipt Box’. It will open a pop-up window called “Import Receipts“
with all receipts available under your pending receipts Tab from the Receipt Box. Once the receipt is attached to the expense, the receipt will be moved from “Pending Tab” to “Completed Tab”.
10) Select the receipt and click on ‘Add’.
Filter by Time Period
11) If you have a lot of receipts, you can limit the number of receipts displayed by selecting the appropriate value from the “Time Period” dropdown and click on Refresh.
12) You won’t see anything in the completed tab when you toggle to the “Completed Receipts” tab. Apply filter to refresh the contents of this tab.
Create PDF from Multiple Receipts
13) Under the “Receipt Box” select more than one Receipt (other than PDF Receipts) and then click on the 'Option' button then select the “Create PDF” option.
14) Now click the “Create PDF” button and It will take you to the “Arrange Receipts” Screen where you can swap the order of the receipts.
Click the “Next” button to “Preview” the PDF, before you save the final version of PDF by clicking the “Save PDF” button.
15) The PDF will be successfully saved in the Receipt Box. Please have a look at the following screenshots for reference.
