Gro CRM Tutorial

Overview of Receipts

Jan 01, 2017 Last Update

 
 

Introduction

Receipts neatly stores all your business expenses from travel, client dinners, etc.

New Receipts

The New receipts section lists any receipts that you have added today. Click on the Today folder to view the list of receipts. If the folder is greyed out, no receipts have been added today.

Receipt Types

Receipt Types represent all groups of receipts. Receipts must be added to a group when added, such as "Business Trip to Hong Kong 2016", or "Chicago Sales Conference 2017", etc. If you often times have single receipts that don't need to be grouped with a business trip, you may create general groups to categorize them. For example, you could create a group titled: Client Dinners. If the receipts folder is greyed out, there are currently no receipts in the system.

Receipt Labels

Labels group your receipts by the type of expense they are classified under, including travel, meals, vehicle, etc. If a folder is greyed out, no receipts fall within that folder's criteria.

Delete/Restore Addon

Note: this will only appear if the Undelete add-on feature is active. The Delete sections shows a list of all receipts that have been previously deleted. Click on the Restore folder to view the list.

To restore a previously deleted receipt:

  1. Click on the Restore folder.
  2. Click on the Edit button in the upper right corner.
  3. Click on the red icon to the left of any receipt, then click the Delete button that appears to the right.


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