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Version: 5.x

Managing Receipts

Viewing Receipts​

Receipts can be viewed by in a few main ways.

  • Configuring a dashboard and clicking on a receipt receipt-dashboard
  • Navigating to the receipt table and clicking on a receipt receipt-table-receipt

Users are only allowed to view receipts that you have access to. To view receipts, you must be a user in the group that the receipt is associated with.

To edit receipts, you must be at least an editor in the group.

Adding Receipts​

Receipts can be added manually by:

  • Navigating to the receipt tale, and clicking on the add button receipt-table-add
  • Clicking the add button on the sidebar, then clicking on add receipt.
    receipt-sidebar-add

If AI is configured, then receipts can be added via AI as well. Check out the AI section.

Managing Receipts​

Once a user has navigated to a receipt, the following screen will show. receipt-form

Name​

This field is the name of the receipt, only used to help users identify what the receipt is.

Amount​

This field is the total amount paid for the receipt.

Categories​

This field lets users associate categories to receipts. This allows users to broadly group receipts, which can be later filtered on, for example: "Food", "House", "Vacation", "Bills", ect. If the category that the user wants does not exist, it will be created upon creating/updating the receipt.

Tags​

This field lets users associate tags to receipts. This allows users to group receipts in a more granular way, which can be later filtered on, for example: "Delivery", "Grubhub", "Gas Bill", "Electricity Bill", ect. If the tag that the user wants does not exist, it will be created upon creating/updating the receipt.

Date​

Date of the receipt.

Group​

Group that this receipt belongs to.

User who paid for the receipt.

Status​

Status of the receipt. These are for the user to define, but below a description will be given for the intended use and how each behaves. The options are:

  • Draft: Initial state of the receipt. When the receipt status is changed to this status, all the receipt items' status will be set to draft as well.
  • Open: Receipt data is complete and is ready to be resolved. When the receipt status is changed to this status, the receipt items' status will remain unchanged.
  • Resolved: The receipt has been resolved in some way, i.e the users who owe the user who paid have paid, or have settled the payment in some other way. When the receipt status is changed to this status, the receipt items' status will change to resolved.
  • Needs Attention: The receipt has an issue that needs to be addressed. When the receipt is changed to this status, the receipt items' status will remain unchanged.

Shares​

Shared with (On add)​

Who the share belongs to. This user will be a user of the group that the receipt is assigned to.

Name​

Name of the share.

Amount​

Total amount of the share.

Status​

  • Draft
  • Open
  • Resolved

The intended meaning of each status is the same as receipt statuses above.

Quick Actions​

Quick actions meant for users to be able to quickly split the receipts in different ways. Clicking the split icon will open quick actions.
quick-actions-icon

Split Evenly​

Splitting evenly allows users to split the receipt evenly between any number of users in the group. Simply select the users to split between, then shares will be added for each user.

split-evenly

Split Evenly With Portions​

Splitting evenly with portions allows users to split evenly, but adding a custom amount to a user's share. For example, if we have two users: Admin and Sadie. Let's say they went to the grocery store together.

Admin and Sadie pay for stuff that they both use, but Admin also really wants to get a pair of shoes at the store too. This item is for Admin specifically, and Sadie doesn't want to pay for this. In this case, Admin will add the pair of shoes to his portion so that Sadie doesn't pay for it, and then the rest will be split evenly.

split-evenly-with-portions

How shares work​

The shares section is one of the most important areas of a receipt. They represent what a user is paying for. Really, this is itemization. Shares can be assigned to other users within the group. The shares dictate who owes who money.

Let's use 3 users as an example. The example users we will use:
Jim with a share of: $30
Bill with a share of: $10
Bob with a share of: $10

Let's say our receipt was paid for by Jim, with a total amount of $50. Since Jim paid for the receipt, this means that Bill and Bob owe Jim $10 each.

If Bill pays his $10 to Jim, then we can set his item(s) to resolved. Bill's resolved shares, or draft shares will not count towards him in the calculations used to calculate how much he owes other users.

Bob will still show that he owes Jim $10 since his share is not resolved.

Comments​

The comments section is a place where users can add notes about the receipt.

Images​

In the images section, users can perform multiple actions per image. Below is the image section in edit mode. In view mode some of the buttons below will appear, but not all of them. We will go over the buttons from left to right. receipt-image

Upload Image(s)​

This button will allow users to upload an image, or multiple images to the receipt.

Download Image​

This button will download a single image that is currently selected in the image section.

Hide Images​

This button will hide all the images in the image section.

Expand Image​

This button will expand the image(s) in the image section.

Show Fullscreen Image​

This button will show an image in fullscreen mode.

Zoom In​

This button will zoom into the image that is currently selected.

Zoom Out​

This button will zoom out of the image that is currently selected.

Magic Fill (AI Required)​

This button will perform magic fill. This will send the image to the configured AI to read the receipt and fill in the form with the data that it found.

Remove Image​

This button will remove an image from the image section.