Icon for attached receipts in transactions

MoonisMoonis Member Posts: 4

When looking at transactions is there a way to quickly look to see if they have an attached receipt to it? It would be nice having an icon next to each transaction showing a receipt has been already attached to it.

edited April 12, 2021 in Accounting Technical Support

Comments

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey @Moonis !

    To identify if a transaction is tied to an uploaded recipe, select the down arrow beside the transaction in question under the Actions column. Once selected, you will see your transaction details. If the transaction is tied to a receipt, you will see "Source: Receipt" in the top right hand corner. You can then click it to view the uploaded receipt.

    Below I attached a screenshot reference:

    I hope this helps!

    edited April 19, 2021
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