BR-Receipts User's Guide (Macintosh)

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Table of Contents

1 General Information 1

Features ......................................................................................................................... 2

System Requirements.................................................................................................... 2

2 Overview 3

3 Getting Started 6

Menu Bar........................................................................................................................ 6

Command Toolbar .................................................................................................................... 7

Folder View .................................................................................................................... 8

Status Bar ....................................................................................................................... 9

List View ....................................................................................................................... 10

Image View .................................................................................................................. 11

Edit View ...................................................................................................................... 12

4 Working with BR-Receipts 13

Setting Up BR-Receipts ............................................................................................... 13

Collecting Receipts ...................................................................................................... 16

Scanning Receipts ............................................................................................... 17

Importing Receipts ............................................................................................... 19

Creating Receipts Manually ......................................................................................... 20

Using Receipt Templates .................................................................................................. 20

Select Vendor ............................................................................................................ 21

New Template............................................................................................................ 22

Manual Input ........................................................................................................ 23

Modify Template

........................................................................................................ 24

Delete Template .................................................................................................. 25

Apply Another Template ........................................................................................... 25

Field Categorizing ........................................................................................................ 26

Editing Receipts ........................................................................................................... 27

Searching for Receipts ................................................................................................. 27

Creating Reports .......................................................................................................... 27

5 Menu Commands 29

BR-Receipts Menu ....................................................................................................... 29

File Menu ..................................................................................................................... 30

Edit Menu ..................................................................................................................... 31

View Menu ................................................................................................................... 31

Receipt Menu ............................................................................................................... 32

Help Menu .................................................................................................................... 32