Find receipts

Receipts lists every receipt, newest first, with the count beside the title. The columns are Merchant, Date, Category, Source, Status and Total. The list shows 50 receipts a page.

Employees see only the receipts they sent. Admins and Accountants see everyone’s.

Type in the search box above the list. The list updates as you type. It finds receipts by:

• the merchant’s name, as printed on the slip or as the merchant is known in SlipInbox
• the receipt number printed on the slip
• the reference SlipInbox gives each receipt, such as R-00042. Typing r42 works too.

The status menu beside the search shows one status at a time, or All statuses. Besides each status it offers:

• To approve: Everything Ready to approve or Needs review: the work still waiting for a decision.
• Uncategorized: Receipts with no category yet.
• Possible duplicate: Receipts that look like one you already have.

What each status means is in Receipt statuses explained.

Press Filters to open more filters. The button shows how many are on.

• Category: One category.
• Contact: Receipts one contact forwarded. Shown once you have contacts.
• Source: Upload or Email.
• Receipt date: From and to a day. A receipt with no date read counts on the day it arrived.
• Total: Min and Max amounts.
• Order: Newest first, Receipt date or Largest total.

Press Clear filters to turn them all off. You can also sort by pressing the Date or Total column heading; press it again to go back to newest first.

For Admins and Accountants, Export exports the receipts the list shows, filters included. See Export to CSV or Excel.

The filters are kept in the page’s address, so you can bookmark a filtered list or send its link to a colleague.