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The 'Receipt Details' page

The Receipt Details page is place to review each of your submitted items and edit any of the details associated with them

You can access the Receipt Details page for a specific item by pressing the blue hyperlink in the Type column of the Client Inbox or Archive.

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The Receipt Details page consists of the document image, positioned to the left of the screen, and the associated details, history and messages associated with the document to the right.

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The document image can be altered using the buttons at the bottom of the picture. These allow you to [from left to right]:

  • Zoom in
  • Reset zoom
  • Zoom out
  • Rotate left
  • Rotate right
  • Rotate 180°
  • Download image
  • View in full screen

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On the right side of the screen, you’ll find each field associated with the item. These can be edited by clicking into the windows and inputting a new value. Receipt Bank will automatically save any inputted information immediately.

For Streamline and Optimize products only: You’ll also find Line Items, Smart Split and Supplier Rules available from this screen.

In the top right of the page you can ‘Report a mistake’ for the item if you find something incorrect in the extraction process (i.e. total amount, supplier name, etc.)

Towards the bottom are the ‘Split’, Un-merge’ or ‘Merge’, ‘Add to expense report’, ‘Archive’, ‘Flag’ and ‘Delete’ buttons.* (Availability depends on user privileges and subscription.)

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Towards the top of the page, you’ll find the ‘Receipt Details’, ‘Advanced’ and ‘Messages’ tabs. These are used for the following:

  • Receipt Details: viewing and editing the details associated with a document
  • Advanced: see the notes and submission history of the document
  • Messages: see the messages between you and the client relating to this item [Only available to Optimize account owners or those who have purchased the Targeted communication package]
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