The Receipt Wallet is your wallet that keeps of all of your receipts. It allows you to digitally store and manage receipts associated with their expenses.
When you incur business-related expenses, you can use the ExpensePoint™ mobile app camera to capture or upload images of your paper receipts. These digital receipts are then stored in this digital Receipt Wallet within your ExpensePoint™ account.
To get to the Receipt Wallet, go to the Expense Manager module from the top menu of your screen. From the navigation menu go to Entry Tasks section and click on Receipt Wallet.
The Receipt Wallet window will pop up with the list of receipts.
From here, you will have multiple action options, such as:
- Upload
- Edit
- Delete
- Download
- Re-Read
- Trash
- Verify Matches
- Linked Email Address
- Search
- Add Receipt to Expense Report
If you don’t have any receipts in your list, go ahead and upload them.
If you already have some receipts in your Receipt Wallet or not sure whether you do or not, check on the left side menu where you will see a number in parenthesis displaying the number of receipts you currently have in your wallet.
To view the details of any of the receipts from the list, just double click on it and a closer look of the receipt screen will pop up for your preview.
Click anywhere outside the receipt to close it.
The receipt storage within your Receipt Wallet is designed to facilitate a streamlined workflow. Receipts are not intended to remain in the wallet indefinitely; instead, they can be effortlessly moved and linked to your expenses. This simplifies the process of creating expense reports, making it efficient and straightforward.