BR-Receipts User's Guide (Macintosh)

8
Folder View
Folder view includes a Folder section and a Search section.
Click the Folder tab to view the Folder section, where you can create a receipt box, open a file, and
create a new folder.
Click the Search tab to view the Search section, where you can select a category and fill
in the keyword, receipt date, amount, and vendor fields, and then click Start Search to find
a specific receipt.
Right-click the blank area to view these commands:
New Receipt
Box...
Create a receipt box.
Open Receipt
Box...
Open a receipt box that already exists.
Right-click a receipt box to view these commands:
New Folder
Create a folder.
Rename Box
Change the name of the receipt box.
NOTE: The receipt box name can be no more than 150 characters.
Save As...
Save the receipt box under another name.
Set Location
Choose a receipt box location from the menu.
Close
Close the receipt box and all the folders under it.
Export to Cloud
Enter an email address and password to log in, select a receipt box,
and send the receipt image to the cloud from your local computer.