Ability to add receipt when creating a purchase

Feature Request
1

Hello,

I would like to be able to add a receipt directly on the “new purchase” page. As it stands, I have to save the purchase, open it back again and add the receipt.

There’s another thread on this forum saying that this is not needed as there is a “receipt hub” for this purpose.

I disagree.

This is my use scenario.

I purchase something online. I immediately save a receipt on my HDD.
I open Quickfile, create a new purchase. The receipt is on my HDD - I could immediately attach it to the purchase but I cannot do that.

Whether I go via the receipt hub or re-open the purchase, it’s a few extra clicks (and waiting time) which could be avoided if there was a field to add a receipt on the “New purchase” page.

I hope this makes sense!

Thanks!
Antonio

2

On the Receipt Hub there is an “upload receipt” option so no waiting or extra clicks necessary.

3

Thanks Lurch.

The “upload receipt” on the receipt hub is great - I’m trying this now and I might need your assistance as it seems it takes quite a few “clicks”.

So let’s start from where I have filled in all the fields for a new purchase. I am ready to save.

My suggestion:

  • There is a “upload receipt” field. I drag and drop the receipt.
  • I click SAVE (needs to be done anyways so does not count)
    DONE.

Going through the Receipt hub.

  • I save the purchase (that would need to be done anyways so does not count)
  • I click on Dashboard
  • I drag and drop the receipt on the relevant field
  • I am taken to the Receipt hub
  • I click on TAG ME
  • I click on TOTAL AMOUNT
  • I type the amount (which I might have forgotten so I would need to inspect the receipt as well)
  • I hit ENTER
  • Quickfile automatically shows me the corresponding purchase (might be more than one so I need to make sure it’s the correct one)
  • I click on the correct purchase.
    DONE

I count 6 clicks plus typing the total and the various pages loading.

What am I doing wrong?

Thanks
Antonio

4

If you want to do it in fewer clicks then instead of creating the purchase first and then attaching the receipt, you could start from the receipt hub side. Upload the receipt to the hub, tag, enter the amount, create new purchase. Enter the supplier, VAT rate, and category if it isn’t the default category for that supplier. This will create the purchase and attach the receipt in a single operation.

1 Like
5

Thanks Ian,

That would work indeed.

But why not considering adding a “receipt” field on the “new purchase” as well?
Scenario: I start a new purchase and then I realise I have the receipt already.

It seems like a reasonable feature request to me.

2 Likes