Yes! You can now add receipts directly into My Reseller Genie. This allows you to keep all of your documentation in one place and makes your bookkeeping more complete and tax time ready.
Uploading a Receipt to an Existing Transaction
- Go to the Transaction Details page.
- Double-click on the transaction you’d like to add a receipt to.
- In the edit window, click Add Receipt to upload your receipt file.
- Hit Update to save your receipt.
Your receipt will now be attached to that transaction and available for review whenever you need it.
Uploading a Receipt to a New Expense
- Click Add Transaction from the left-hand menu.
- Fill out the transaction details
- Use the Upload Receipt option to attach your file.
- Click Add (or Add and Next if you’d like to enter multiple transactions).
The receipt will be saved with the new transaction and stored in your account.
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