Upload receipt to entry

What is this?

You can store receipts for every entry, such as the invoice for new sheet music or the receipt for the room rent. The files are checked for malware before they are saved. In the entry they appear in the Receipts section with file size, date and who uploaded them.

How to attach receipts when creating an entry

1. In the cash book, click New transaction.
2. Drag the files into the Receipts field at the bottom or click it and select them.
3. Save the entry. The receipts are uploaded afterwards.

How to attach receipts later

1. Open Ensembles, choose your choir and go to Cash book > Entries.
2. Click the entry.
3. Drag the files into the field under Receipts or click it and select them. They are uploaded right away.

Viewing and deleting receipts

Click a receipt to open it in a new tab. Via its ··· menu you choose View or Delete. Deleted receipts are gone for good; the audit log records the deletion. Receipts of a cancelled entry are kept and cannot be deleted.

Permission

Viewing: View cashbook. Uploading and deleting: Create & edit transactions.

Tips

• Photograph till slips right away after shopping, as thermal paper fades.
• A receipt in the Receipt field at the top of the form is not only saved, Theatilo also reads its details (see “Receipt recognition”).