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
   Date receipt was received
   Receipt/Docket reference name as entered on app
  Staff Member who uploaded this document
  Task ID number and name that this expense is to be assigned to
  Job number and name that this expense is to be assigned to
 Current status of this document
  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.

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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