Skip to content
  • There are no suggestions because the search field is empty.

Rename a Receipt

Steps to Rename a Receipt

  1. Access the Receipt Wallet:
    From the Expense navigation menu located at the bottom of the screen, select the Receipt Wallet module.
    Receipt Wallet module in the Expense tab in the ExpensePoint mobile app

  2. Enable Rename Mode:
    Tap the hamburger menu in the Receipt Wallet and choose the Select option to activate the rename function.
    Menu in the receipt wallet with a receipt selected revealing the Rename option

  3. Alternative Method - Rename from Receipt Details:
    Open the receipt you want to rename. On the Receipt Details screen, and tap the hamburger menu. Select the Rename option.
    Rename menu option in selected receipt

  4. Rename Receipt:
    The Rename window will appear, allowing you to edit the receipt’s name.
    Rename window with field to fill
    After making changes, tap Save to confirm or Cancel to discard.

 

 

For web browser or desktop application instructions, please refer to this article.