Receipts FAQ
Receipts

How do I add a receipt?
Tap the Receipts tab and then tap the + button on the top right.

What is the receipt field X for?
Receipts include twelve standard fields. Three of these fields represent the photos, voice memo, and attachments included with a receipt. The other nine fields are:

Account - Accounts contain groups of receipts and help organize expenses by client, project, trip, business, or any other grouping. A default account is included, new accounts may be added under Settings (or when editing a receipt).

Date - The date the transaction occurred.

Business - The company, business, or organization pertaining to this receipt.

Description - A brief title describing the receipt.

Category - Categories are used to group receipts within an account. There are 16 categories included, others may be added under Settings (or when editing a receipt).

Total - The total value for this receipt. This may be a currency or mileage value (including start and stop values for mileage).

Repeat - Specifies whether or not this receipt repeats and the repeating interval and end date. When viewing a repeating receipt, a blue arrow appears next to the repeat field. Tapping the blue arrow will display a list of all related repeating receipts.

Notes - Add related text or other info for the receipt.

Active - Active receipts appear black in the receipts list while inactive receipts are grey. Receipts may be filtered by their active state in the Overview, Reports, and Receipts tabs.

How do I edit an existing receipt?
Tap the Receipts tab and select an account, category, and receipt. Tap the blue arrow to see an account or category summary, tap anywhere else in the cell to see the list it contains. Tap the Edit button on the top right and then tap a field to change its value.

How do I enter text in the description and business fields?
Tap the blue arrow on the right of the field to select an existing field value. Tap anywhere else in the field to enter a new value.

How do I add an attachment to a receipt?
Files may be added to receipts as attachments from other apps including Mail. Tap and hold on the file from an app that supports opening files in other apps. The Open sheet will appear. Select Receipts from the list of apps. Receipts will open and add the attachment to the receipt currently being edited or display an alert where the attachment may be added to either a new or existing receipt.

How do I delete, make active/inactive, or move a large number of receipts?
Navigate to the receipt list (under the Receipts tab) and tap the Edit button. Select the receipts (or tap the Select All button on the top left) and then tap the trash button to delete, the Active button to make the receipts active or inactive, or the move button to move the selected receipts to an account or category.

How do I change the date format?
Receipts uses the system date format which is specified by the current region settings. The region format can be changed using the Settings app. The setting is located at General -> International -> Region Format.

How do I change the decimal separator to a comma or period?
Receipts uses the system decimal separator as specified by the current region settings. The region format can be changed using the Settings app. The setting is located at General -> International -> Region Format.

Reports

How do I upload a report to a web service?
Tap the Reports tab and select the Destination setting. Select either Box, CloudApp, Dropbox, Evernote, or Google Docs to upload the report to a web service. Each service requires an account which must be set up before uploading a report.

Where do I sign up for a Box, CloudApp, Dropbox, Evernote, or Google Docs account?
Accounts may be set up by opening the links below:

Box
CloudApp
Dropbox
Evernote
Google Docs
Settings

How do I set my home currency?
The home currency is the currency used to calculate totals throughout Receipts. To set the home currency, tap the Settings tab and then tap Home Currency. Select a country/currency to use it as the home currency.

Does restoring a backup file replace existing receipts and settings?
Yes, restoring a backup file will replace all existing receipts, photos, voice memos, attachments, and settings. Existing receipts are NOT merged when restoring a backup file.

How do I transfer my receipts and settings to a new device?
You can save a backup file from the source device and restore the backup on the destination device. Alternatively, you can use the data transfer feature to directly transfer receipts and settings to the new device. This requires that both devices are connected to the same WiFi network.

How do I restore a backup file from email?
Tap and hold the backup file in Mail until the Open sheet appears. Select Receipts from the list of apps. Note that restoring a backup file will replace all existing receipts and settings.