Manage receipts

Once you've captured your receipts and created an expense claim, there are multiple ways to manage your receipts.

You can:

• Edit a receipt

• Group receipts

• Remove and delete receipts

• Allocate receipts

Edit existing receipts

You can edit receipt details in the claim.

1. Select the receipt, then click Edit.

2. Update the details in the Edit Receipt window then click Save.

Group receipts

Receipts can be grouped together to allocate multiple receipts against a single line.

1. Select the first receipt to be grouped, then click Group.

2. Select the receipts that are to be grouped.

3. To ungroup, select the group, then select the receipt you want to remove from the group.

Remove or delete receipts

You can remove receipts from an expense claim.

You can attach it to an expense claim later from the Unattached Receipts list.

If you delete a receipt, it's removed from the system and can't be referenced later.

Allocate receipts

See Allocate receipts from claim or Allocate receipts from receipt capture.