How do I manage my receipts?

  • While adding or updating a trip, scroll down to the "Receipts" section


  • If you want to add a receipt:

    1. Click the button at the bottom of the list.


    2. After entering the details, click the button to commit your changes or click the Cancel button to lose any changes. NOTE: The Receipt Image is required!


  • If you want to update a receipt:

    1. Double click the receipt you want to update.


    2. The Update Receipt page will then load with the details for that receipt, after updating the details, click the button to commit your changes or click the Cancel button to lose any changes. NOTE: The Receipt Image is required!


  • If you want to delete receipt(s):

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.


    2. To complete deleting the selected rows, click the button at the bottom of the list, then save the trip.


  • When you export your trips, all receipts for those trips will be included in a single yet separate file from the report of your trips.


  • To hide the receipt fields you don't use:

    1. Access the preferences pane.

      Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","


    2. Click the Trip Fields tab and in the Receipt Field Visibility section for the fields you use, check the checkbox next to it. For the fields you don't use uncheck the checkbox next to it.