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How to...
Add a Receipt

  • See Frequently Asked Questions on How To topics.


    Use the Receipts < page to add a receipt:

    1. Click on Receipts < in the main menu at left.
    2. Once the Receipts < page is open, click on the "+" button next to the receipt list at the top of the page. This displays the Create/View/Change Receipt Header page.
    3. Enter the new receipt information and press "OK: Save".
    4. Resuming on the Receipts < page, enter each asset in the fields at the bottom of the page. Refer to that page's help topic for further guidance.
    NOTE: You can't change the date of a receipt once it's added, so be sure to get the date correct. Double-check it after you add the receipt. See How To... Change a Receipt for more information.


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