Note: the instructions in this FAQ apply only to the old User Interface.
Not sure which interface you're using? Click here to work it out!
Welcome to our Receipt page. Check out its great features!
- The receipt viewer
- Choose the number of items per page
- Sort by Vendor, Date, Total, Payment Type and Date Added
- Filter by Vendor, Date Range, Price Range, Currency, Category, Envelope code and Payment Type
- Manage categories
- Manage envelopes
- View Trash
- Mark as Business cards or Other Documents
- Trash/Delete one or multiple receipts at once
- Export one or more receipts at once
- Add/Remove a category
Details with screenshots below:
- The receipt viewer: Click on the receipt. This will open the Squirrel Street receipt viewer
- Choose number of items per page, navigate from one page to another: scroll down to the bottom to choose your viewing settings
- Sort by Vendor, Date, Total, Payment Type and Date Added: Click on the column name in blue
- Filter by Vendor, Date Range, Price Range, Currency, Category, Envelope code and Payment Type: All can be done from the right hand panel
- Manage categories: Click on "Manage" from the Categories' filter panel on the right hand side
- Manage envelopes: Click on "Manage" from the Envelopes' filter panel on the right hand side
- View Trash: you can find it at the bottom right hand corner
- Mark as Other documents: Open the receipt viewer and click on the word "receipt"
- Trash/Delete one or multiple receipts at once
- Export one or more receipts at once
- Add/Remove a category
