Receipts Module Overview
Once a purchase has been entered in ExpensePlus, it will appear within the Receipts screen.
A user with access to the Receipts Module can then check the receipt of the expense claim or the invoice file that was uploaded.
Gift requests and mileage claims don’t require receipts so these purchases skip the receipt checking stage.
For most organisations, receipt checking is usually done weekly, by a member of the admin or finance team. It’s quick to do, and because receipts are digital, it can even be done remotely!
Features of the receipt checking module:
- store all receipts digitally
- keep track of all purchases with outstanding receipts
- send reminders to people to upload a receipt
- reject receipts that are incorrect or blurry, notifying users to upload another receipt
- authorise (or reject) purchases where the receipt has been lost (only Finance Team users)
Watch this short video to learn more about the Receipts Module:
Frequently Asked Questions
- How does receipt checking work?
- What is the process for lost receipts?
- Does the physical receipt need to be kept once it is in ExpensePlus?
Click here to view our other FAQ articles about handling receipts in ExpensePlus.