Receipt tagging - how to sort multiple categories on one receipt

Support
1

Hi, I’m trying to understand how to categorize a single receipt (in this example, from a petrol station) which has multiple purchases on it - which all fall into different Quickfile categories.

E.g. £25 receipt

£20 petrol (Fuel)
£0.50 food (Subsistence)
£4.50 product sample (General Purchase)

So on my bank statement it’s a single purchase of £25.

Any help would be great!

Thanks

2

The Receipt Hub is intended as a quick and simple way to create purchase invoices from scanned receipts. Multiple lines cannot be entered from that particular interface.

You have a couple of options:

  1. Create a single line purchase invoice from the Receipt Hub, then after creation go in and edit that invoice to split out your items over multiple lines.

  2. Create the purchase invoice manually using the normal process, add your multiple lines then either link the receipt scan to the new purchase record from the Receipt Hub or just upload the scan directly from the invoice preview screen.

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