Purchase Categories totals within The Receipt Hub

Hi
I wonder if you can help and/or if there is a feature available for the following scenario?

As you know in the Receipt Hub I am able to see a preview of the invoice. I then have an option to click ‘new purchase’ which in turn then allows me to type in the invoice Total (plus assign P/O, etc, etc).

Currently, I can only add one overall total figure without breaking the total into categories.

My question is is it possible to have options beyond just setting one overall total so that I can carry out the following scenario:

  • Say an invoice is received for an overall total of £100.00

  • Within the invoice the total breakdowns into the varying categories Labour @ £70 & Travel @ £10 and then Food @ £20 food. (£100 total)

  • Is there a way I can separate the labour/travel/food category totals straight away within the receipt hub?

In essence, the overall total stays the same, but the difference is I can see/assign the category of each payment straight away rather than having to log back into the purchase later and splitting the payment into the different Labour / Travel / Food categories, etc.

Hope this makes sense?!

Thanks in advance for your help. (Loving quickfile)

All the best

Paul

Hi Paul,

It’s not possible to split the receipt into multiple nominal codes at the moment. We’ve designed the receipt hub to be quick and simple from the outset, so we’re not overly keen to crowd it with too many options.

What you can do, is either create it as you do (with the total), and then edit the newly created invoice, or create the invoice first and then tag the receipt to the existing invoice.

I appreciate this isn’t the answer you were looking for, but hopefully this helps.

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