How To Create a Receipt for a Project
Learn how to generate a new material receipt by selecting your merchant and logging cash payments. This guide also covers the process for attaching digital documentation to your expense records for better financial tracking.
Receipt Setup
1. Click "Receipts"
2. Click "Create Receipt"
Receipt Details
3. Click the Record Type field.
4. Select the type of items purchased
5. Click "OK"
6. Click "Select Merchant"
7. Select the correct merchant by clicking
Payment Details
8. Click "Add Payment"
9. Click the Payment Type field.
10. Select payment type. Payment types are configurable in the global company settings.
11. Click "OK"
12. Click the "Tax:" field.
13. Click the Tax field.
Attachments
14. Add a photo of the receipt under Attachments
Finalization
15. Click the Save icon.
