Receipt

RouteElite's Receipt feature will give you the advantage to ensure all receipts are well recorded and it will not fail you to track any financial transactions for your business.

Video: https://www.loom.com/share/b236c987a1d5404ba2fe541c45c7d525

The main purpose of this feature is to give you the confidence and security to trace and never lose any single receipt that has been saved inside Receipt.

If you click on "Receipt", you have the ability to :

• Add a receipt

  • Status

  • Vendor

  • Description

  • Amount

  • Upload the receipt

  • Date

• View the person who submitted the saved receipt and the date it was created

You can use Receipt for these transactions stated below :

• Gasoline Receipts

• Food Receipts

• Apparels

• Gift Cards/Certificates

• Truck Parts and Services

• Travel Expenses

• Other stuff/file that you want to keep for documentation

Inside Receipt, you will also see these items :

Receipt

• Show Note

• +Public URL

• Click to copy receipt link

• SMS - leads you to Messaging reminding the person responsible to upload the receipt through the link that was sent.

Receipt > SMS > Messaging

• Settings - you have the option to get notified each time there is a receipt

Receipt > Settings

Tips

How to successfully manage receipts?

• You and your team can agree to set a deadline as we can only accept receipts on day/s appropriate for your business then any receipts after the deadline will be due on the following payroll.

• A combined effort by you, the owner, and your management team will bring you the success of managing everything properly under Receipt

Additional Information :

The IRS requires 7 years of record keeping and you don't want to be caught without the documentation needed to protect your company.