Receipt & Dockets

Receipt & Dockets

QicWorks companion app includes the ability to capture your receipts, till dockets or delivery dockets from within the field.  Simply upload an image of your docket or receipt, enter the relevant job number and sync for processing. To find out more about this handy feature see: APP: Receipts & Docket Module


Once the receipt or docket has been received by the websever you will be able to finalise the job costs.

Click on  Business  from the main menu, then click on  Library and then click on Receipts & Dockets.

Receipts & Dockets Table


 Navigation Breadcrumbs: Click on hyperlinks to jump to that screen,
B  Page Toggle Width: Click to increase or decrease the page width
C  Filter Menu: Click on the blue hyperlink to filter the table by this selection
D  Show entriesChange the view settings to Show 5, 10, 20, 50, 100 or All entries.
E  Search: Click in the Search field and enter search criteria to find a particular Receipt from within the Receipt & Docket Table.
F  Receipts & Dockets table: List view of all receipts and dockets received from the companion app.

See below for full details pertaining to F - Receipts & Dockets Details

Contained in this table is:
General Information

  Field Name
   Function
    Date
   Date receipt was received
    Name
   Receipt/Docket reference name as entered on app
    By
  Staff Member who uploaded this document
    ID
  Task ID number and name that this expense is to be assigned to
    Job
  Job number and name that this expense is to be assigned to
    Status
 Current status of this document
    Control
  Control icons to for this document
  
 Click to process document
 Document has already been processed
 View Document details
 Delete this record.  This is a permanent deletion and will remove any approved costs from Job Costing Reports.



QicTip
Don't worry if you accidentally start processing a receipt. Simply head over to Business> Expenses, find you receipt and switch it to edit mode to continue input.

To learn how to process your Receipts & Dockets see: Action: Process Receipts


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