Receipts Manual
Receipts groups receipts into accounts. An account may represent a client, project, trip, business, or any other grouping. A default account is included, new accounts may be added when editing a receipt or in Settings. Accounts may be active or inactive, active accounts appear black while inactive accounts are grey. Active accounts appear first in the accounts list (under the Receipts tab) followed by inactive accounts. Accounts may be filtered by their active state in the Overview and Reports tabs.

Categories are groups of receipts within accounts. Receipts includes 16 categories by default, others may be added when editing a receipt or in Settings.

Receipts uses a home currency for calculating all totals. By default, the home currency is set to the current locale's currency. This may be changed in Settings. Each receipt includes a total and unit. The unit is either a currency or a mileage unit. Default values for all units are included with Receipts and updated with each app update. Values may be manually input under Units in the Settings tab or updated by tapping the refresh button (currency exchange rates are provided by WebServiceX).

Each receipt is assigned a unique global number or a unique account number (depending on the Global Receipt Numbers setting). This number may be used to identify receipts or other related documents for each entry in Receipts. Receipts may be active or inactive. Active receipts appear black in the receipts list while inactive receipts are grey. Receipts may be filtered by their active state in the Overview and Reports tabs. Receipts can be set up to be repeating with a time interval and an optional end date. If a receipt is a repeating receipt, new receipts are automatically added when the time interval has passed since the last receipt in the series. Repeats become inactive when the end date has passed (if set). Repeats are deleted when all receipts related to the repeat are deleted. When editing receipts that are part of a repeating series, changes may be applied to this receipt only, all future receipts (including this receipt), or all related receipts. When deleting a repeating receipt, either only this receipt may be deleted or all related receipts as well.

Each receipt may contain multiple photos, one voice memo, and multiple attachments. These are displayed in a tray that appears at the bottom of a receipt (scrollable horizontally). Photos may be added from an existing photo album or captured using the device camera(s). Receipts supports photo editing in the photo view. A voice memo may be included to capture short voice notes. Attachments of any file type may also be added from other apps (including Mail). Receipts supports previews of many common file types. Tap a photo or attachment to see a preview. Attachments may also be opened in other apps or printed (requires iOS 4.3+ and a compatible printer).

Receipts consists of four tabs along the bottom of the screen.

Overview
The Overview tab helps you keep track of spending. Up to seven graphs are displayed in the view (depending on the settings). Tap the left or right arrows at the top left of the view, or the left or right side of the page control dots at the bottom, to scroll through the various graphs. Zoom in or out by pinching the screen in or out.

Graphs

Two graphs each are included for spending by account, category, and unit (currency/mileage). If an account, category, or unit is selected in the settings, those graphs are omitted. The final graph shows spending over time. This graph also displays a straight white line that represents the average spending for the given time interval.

Email

Tap the email button on the top right to email the graph. An email is created containing the graph in a PDF. If set, the Reports Email address is used for the To address.

Settings

Tap the settings button on the top right to filter the data used in the graphs. Select an account, category, unit, or active state to limit the types of receipts to include. Select an interval to restrict receipts to a preset time interval or enter custom dates.

Receipts
The Receipts tab allows you to add, edit, and view your receipts. It also provides totals for each account and category. There are four main views including an account list view, category list view, receipt list view, and the receipt view. Tap the + button from any of the list views to add a new receipt. To return to the top-level accounts list view from any other view, tap the Receipts tab at the bottom.

Accounts

The top-level view displays a list of accounts. Active accounts are listed first followed by inactive accounts. Scroll to the top of the list to reveal the search bar. Tap an account to view the category list for that account. Tap the blue arrow to see the account details and totals. Tap Edit to edit the account details such as the name, description, starting receipt number, and active state or to delete all the account receipts or the account itself.

Categories

The category list view displays a list of categories. Scroll to the top of the list to reveal the search bar. Tap a category to view a list of receipts for that category. Tap the blue arrow to see the category totals.

Receipts

The receipt list view displays receipts sorted by date (with the most recent receipts listed at the top). The receipts are grouped by day with the totals for each day included in the header (converted to your home currency). Active receipts are displayed in black while inactive receipts are grey. The receipt number is displayed on the left of each receipt. This number is either a unique global or account receipt number. Expenses are displayed in red while income or negative receipt totals are displayed in black in parenthesis. Tap a receipt to view or edit its details. Scroll to the top of the list to reveal the search bar. To delete a receipt, swipe the receipt in the list and tap the Delete button. Tap the Edit button to mass select receipts for deletion, changing the active sate, or moving to a new account or category.

Receipt

The receipt view displays a receipt's details. All the standard receipt fields and any custom user fields are displayed in the order specified in Settings. Tap the email button to generate an email with the receipt details including photos, voice memo, and attachments. If a receipts is part of a repeat, tap the blue arrow next to the Repeat field to see the related receipts. Tap a photo, voice memo, or attachment in the tray at the bottom to preview it.

Tap the Edit button to edit the receipt. Tap a field to edit its value. Text fields (such as Business and Description) have a blue arrow on the right for selecting previous values. To enter a new value for these fields, tap anywhere else in the field.

Tap the Total field to set the total amount for the receipt. This displays the calculator where the total amount may either be set directly or calculated. Tap the Income or Expense buttons to specify the value type. The receipt unit is displayed next to the total value. Tap the unit to select the receipt unit. Mileage units are listed at the top (kilometres and miles) followed by a list of currency favourites and then all other currencies.

Tap the Repeat field to enable receipt repeating and set the repeat interval. The repeat end date is displayed on the right in the field. By default, repeating receipts never end. Tap the end date to clear or set a specific end date.

Tap the Notes field to set a receipt note.

Photos, voice memos, and attachments are displayed in the tray at the bottom of the view. Scroll the view by swiping left or right. Delete an item by tapping the X button on the top left corner.

To add a photo, tap the camera button on the toolbar at the bottom. Take a photo (if supported by the device) or choose an existing photo. The photo view supports photo editing. Tap the rotate/scale or crop buttons to edit the photo. Tap the adjustments button to modify the photo brightness, contrast, and saturation (requires iOS 5 or later). Tap the camera button to retake the photo. Tap the trash button to delete the photo. Tap the Revert button to restore the previously saved photo. Note that this button is disabled until the photo has been saved.

To record a voice memo, tap the microphone button. Tap the record button to begin recording and the pause button to pause recording. Double tap the record/pause button to end recording. When playing back a voice memo, double tap the play/pause button to restart the playback from the beginning.

To add an attachment to a receipt, open Mail (or any other app that supports opening files in other apps), find the attachment, and tap and hold the attachment until the Open sheet appears. Select Receipts from the list of apps that support opening files. If a receipt is currently being edited, the attachment will be added to it. Otherwise, Receipts will display an alert where the attachment may be added to either a new or existing receipt. Receipts supports many common formats for viewing attachments. Tap the attachment and then the function menu on the top right to open the attachment in another app or print the attachment (requires iOS 4.3+ and a compatible AirPrint printer). If the attachment is an unsupported format, an open menu will appear to open the attachment in another app.

Tap the delete button to delete the receipt.

Reports
The Reports tab is used to export your data. Generate reports from filtered or all receipts and send them to a variety of destinations (including web services). Receipt photos are exported as JPEG files while voice memos are AIFF files. Attachment files are exported in their original native format.

Select an account, category, which fields to include, and the active state. Fields may be enabled or disabled by tapping the field name. They may also be reordered by dragging the icon on the right of each field. Next select the time interval for receipts to include in the report. Select what to include by enabling or disabling the Reports, Photos, Voice Memos, and Attachments switches. Next select the File Type. Excel files (.xlsx format) include links to receipt photos, voice memos, and attachments making it easy to find related media. PDF files are generally read-only while CSV (comma separated value) files are supported by almost all spreadsheets (and many other finance apps). The File Name setting allows customization of the file names for photos, voice memos, and attachments. The default prepends the account name (if global receipt numbers are not used). The Date option prepends the receipt date, Account prepends the receipt account name (if it is not already), Category prepends the receipt category name, and Account/Category prepends the receipt account and category. The Zip setting specifies whether or not to zip the report, photo, voice memo, and attachment files into one file. Finally the Destination setting specifies where to send the resulting reports and other files. Note that the above settings may not be available depending on the selected destination. To generate the reports and send it to its destination, tap the Send button at the bottom. Note that all report settings are saved including which fields to include and their order.

Up to four reports are created depending on the receipts included:

  • Receipts - lists all receipts by date (always created)
  • ReceiptsByAccount - lists receipts by account (only created if there are multiple accounts)
  • ReceiptsByCategory - lists receipts by category (only created if there are multiple categories)
  • ReceiptsByUnit - lists receipts by unit (only created if there are multiple units)

Email

An email composer view is displayed with the attached report files and any receipt photos, voice memos, and attachments. The message may be edited before being sent. If set, the Reports Email address is used for the To address. Note that most email providers limit email sizes to 5-10 MB. Receipts will display an alert if the approximate email size is 5 MB or more.

iTunes File Sharing

Use iTunes File Sharing to quickly and easily transfer reports to your computer. Once the report has been copied to the Receipts Documents folder, open iTunes and select the device. Next select the Apps tab and then select Receipts from the apps listed below File Sharing. Drag the report to your desktop or select the report and click Save To... to specify the destination on your computer. Once the report has been copied, delete it from your device by selecting it and then pressing the Delete key. Receipts does not delete reports generated using this destination.

WiFi

To export using WiFi, both the device and computer must be connected to the same WiFi network. To connect, enter the displayed URL in a browser on your computer and download the report files and any receipt photos, voice memos, and attachments to the desktop.

Box

Enter account details (including the default folder to use) under Settings or enter them when prompted. The reports, photos, voice memos, and attachments are uploaded to your Box account to a new folder. You can learn more or sign up for a free Box account here:

Learn More about Box
Sign Up for a Box Account

CloudApp

Enter account details under Settings or enter them when prompted. The reports, photos, voice memos, and attachments are zipped and then uploaded to your CloudApp account. You can learn more or sign up for a free CloudApp account here:

Learn More about CloudApp
Sign Up for a CloudApp Account

Dropbox

Enter account details (including the default folder to use) under Settings or enter them when prompted. The reports, photos, voice memos, and attachments are uploaded to your Dropbox account to a new folder. You can learn more or sign up for a free Dropbox account here:

Learn More about Dropbox
Sign Up for a Dropbox Account

Evernote

Evernote performs OCR on receipt photos (and some attachments) and allows you to search for receipts by photo/attachment content. Enter account details (including the Notebook to use) under Settings or enter them when prompted. The report along with embedded photos, voice memos, and attachments are uploaded to your Evernote account as a new note to the specified notebook. Note that an Evernote Premium account is required to upload voice memos and attachments. To view receipt photos at their original size, click the photo. Evernote reports are currently limited to one photo, voice memo, and attachment (each) per receipt. You can learn more or sign up for a free Evernote account here:

Learn More about Evernote
Sign Up for an Evernote Account

Google Docs

Enter account details (including the default folder to use) under Settings or enter them when prompted. The reports, photos, voice memos, and attachments are uploaded to your Google Docs account to a new folder. You can learn more or sign up for a free Google Docs account here:

Learn More about Google Docs
Sign Up for a Google Docs Account

Settings
The Settings tab allows you to manage accounts, categories, fields, units, application settings, web accounts, create and restore backup files, and reset the application. It also includes links to contact Tidal Pool Software and write an App Store review.

General

Tap Accounts to add, edit, or delete accounts. Deleting an account will delete all of its receipts. Each account has a name, description, starting receipt number, and active switch. The starting receipt number is the minimum number assigned to new receipts and is only used if the Global Receipt Numbers setting is disabled.

Tap Categories to add, edit, or delete categories. Deleting a category moves all receipts from that category to the None category (which can not be deleted). Tap the blue arrow next to the category name to see a summary of the category receipts for all accounts.

Tap Fields to add, edit, or delete receipt fields. Reorder fields by dragging the icon on the far right of each field to a new location. Changing the field order changes the layout of the receipt view. Note that Standard fields can not be deleted although they may be renamed and reordered. Eight types of custom fields may be added including text, currency, number, switch, list, date, percent, and tags. The currency field always uses the same unit as the total unit for a receipt. Switch fields support an on or off state and are included with values 1 or 0 in reports. List and tag fields contain a list of user items that can be added by tapping the blue button on the right of the field. Tag fields are different from list fields since they may have zero or more items selected while lists always have only one item selected. Deleting a field will also delete all receipt data for that field.

Tap Home Currency to set the local currency. This is used to calculate totals throughout Receipts. Tap Units to manage mileage and currency exchange rates. For mileage, tap either Kilometres or Miles to set the amount per kilometre or mile in the home currency. For currencies, tap the currency and set the exchange rate relative to your home currency. To download the latest currency exchange rates, tap the refresh button on the top right of the view (currency exchange rates are provided by WebserviceX). To save a favourite currency, tap the circle to the left of the currency. Favourite currencies appear at the top of the Units list in the receipt view. By default, Australia, Canada, Europe (Euro), Great Britain, Japan, Switzerland, and the United States are included as favourites.

The Numeric Input Style setting sets the style of numeric keyboard to use throughout Receipts. The Phone style lays out the numeric keyboard similar to a phone keypad with numbers incrementing from the top. The Calculator style is the opposite with numbers displayed similar to a calculator.

The Passcode setting allows you to set a four digit passcode that is required at startup and when switching from the background to unlock Receipts. Do not lose the passcode since there is no way to retrieve your data if lost.

Receipts

Enable Global Receipt Numbers to use unique receipt numbers for all receipts across all accounts. Disabling the setting results in unique receipt numbers within each account but potentially duplicate receipt numbers across accounts. If this setting is disabled, the Starting Receipt Number setting for each account is used when determining the minimum receipt number to use. The Starting Receipt Number setting is the minimum receipt number used across all accounts. Changing the starting receipt number does not impact existing receipts, it only applies to new receipts.

Enable the Show All Categories setting to display all categories in the category list view. Disable the setting to hide categories that do not contain any receipts. Even if the categories are hidden, they may still be selected when adding a new receipt.

Tap Repeats to see a list of all repeating receipts. The first section displays active repeats which continue to add new receipts. The next section shows inactive repeats which no longer generate new receipts. Delete the repeat by tapping the - button on the left. Delete either the repeat and receipts or only the repeat itself (leaving all current receipts intact). Tap a repeat to see a list of receipts it contains.

Tap Values to see a list of textual fields that contain previous values. Tap the + button to add a new value. Tap an existing value to change it. Delete a value by tapping the - button next to it. Tap the Clear button to delete all values for the field. If the Separate Account Values option is enabled (see below), field values are saved by account.

The Separate Account Values option specifies whether or not to separate textual values by account. If enabled, each field's values are saved separately for each account. If disabled, all field values are saved independent of the account.

Photos

Enable the Save Receipt Photos to Photos Album setting to save each new or edited receipt photo to the Photo application's Saved Photos Album.

The Resolution setting contains the maximum resolution to be used for receipt photos. The Full Size option will use the native resolution for the device camera.

Reports

The Reports Email setting sets the default email address used when generating a report with the destination set to email. It is also used when creating overview or receipt emails.

Accounts

This section is used to save account details for Box, CloudApp, Dropbox, Evernote, and Google Docs accounts. It is used for both reports and backup files (if supported). The default folder can also be set for Box, Dropbox, and Google Docs accounts. The default notebook can be set for Evernote accounts. New folders (or notebooks) may also be created. Tap Logout to clear the account details. New accounts may also be created here for each service.

Store (Receipts only)

The Upgrades view displays a list of upgrades available for purchase. Purchase the Pro upgrade to allow an unlimited number of receipts to be entered. Tap the Restore Previous Purchases button to restore any previous upgrades you have purchased. Note that you are only charged once for an upgrade.

Backup

Receipts supports saving and restoring backup files from a variety of destinations including email, iTunes File Sharing, WiFi, Box, CloudApp, Dropbox, and Google Docs. The backup file includes all receipts, photos, voice memos, attachments, and application settings (except for web account details). Saving a backup file to a destination is similar to generating a report (see Reports above). Restoring a backup file will replace all existing receipts and settings. To restore a backup from an email, open Mail, select the email, and tap and hold the backup file until the Open sheet appears. Select Receipts from the list of apps. Note that backup files can quickly become very large (especially with receipt photos, voice memos, and attachments) and most email providers limit messages to around 5-10 MB. To use iTunes File Sharing, follow the instructions above in Reports but use the Add... button instead of Save To... to upload the backup file from your computer to the device. Restoring a backup file using WiFi requires both the device and computer to be connected to the same WiFi network. Open the URL in a browser on your computer and select the backup file to restore. Selecting Box, CloudApp, Dropbox, or Google Docs will first download a list of available backups from the default folder (if applicable) from the service. Select the file to restore. Note that backups can be very large files and it can take significant time to save or restore to a web service. Receipts supports completing uploads and downloads in the background.

Data Transfer

The Data Transfer feature allows a device to transfer all of its settings and receipts to another device (replacing its contents). This requires both devices to be connected to the same WiFi network. Tap Send on the source device and Receive on the destination device. Tap the name of the device to connect to from the destination device. The data will be transferred over the WiFi connection and then restored on the destination device.

Tidal Pool Software

Tap the Support button to email Tidal Pool Software about any bugs or problems with Receipts. Tap the Contact button for sending suggestions or comments. Tap Website to view the Tidal Pool Software website. Tap Other Tidal Pool Apps to view other Tidal Pool Software apps available on the App Store.

Feedback

To write a review for Receipts, tap Write a Review. This will open the App Store to the Receipts review page.

Reset

Tap Reset Values to delete all current textual values and rebuild the database using the current receipts. Tap Delete All Receipts to delete all receipts from all accounts. This does not delete the accounts themselves, however, it only deletes their receipts. Tap Reset to restore Receipts back to its original state. This deletes all accounts, receipts, categories, fields, photos, voice memos, attachments, and resets all settings.

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