Equitotal Help Center

            Purchases

            Overview

            Take a picture or import a file, complete a few details and bin the receipt. This will save a list of all of your expenses/purchases ready for your bookkeeper to export into whatever accounting package they use.

            New receipt

            Press the + in purchases and take a picture on your phone or tablet or use a picture from your desktop files. Enter a few details about this purchase.
            Company - a required field
            Description - up to you if you enter anything here.
            Category - Select from the drop down
            Paid by - You do need to select how you paid. There is currently no option to leave unpaid. 
            Last 4 Digits / Reference - Enter the last 4 digits of the card you used and or a reference number. If you paid by card this is a required field.
            Total - enter the amount on bill.

            Export

            Export this list by date range




            Updated: 10 Jan 2018 06:28 AM
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