Before you start
Keep the original supporting file available. Viewing, correcting, matching and marking paid have separate permissions.
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Open Receipts and open the relevant row. Check vendor, date, amount, currency and supporting file.
Read the original receipt SourceEPMDate9 OctAmount$214.600CurrencyCOPSupporting filereceipt.pdfIllustrative product viewRecorded- Vendor
- Garden Laundry
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With permission, correct the receipt and set review, matched or paid status. Link a ledger entry or task where appropriate.
Correct and link the record SourceEPMDate9 OctAmount$214.600CurrencyCOPSupporting filereceipt.pdfIllustrative product viewRecorded- Review state
- Checked against original
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Check vendor, document date, amount and currency together. Inspect existing linked entries to avoid recording the same expense twice. The receipt shows the verified vendor, date, amount and currency, with its file, linked entry and current review or payment state.
Check for another entry Supporting records
SourceEPMDate9 OctAmount$214.600CurrencyCOPSupporting filereceipt.pdfIllustrative product viewRecordedLedger
- Existing ledger entry
- Garden Laundry · 96,000 COP
- Duplicate check
- Compare date and currency
- Existing ledger entry
- Garden Laundry · 96,000 COP
Check the result
The receipt shows the verified vendor, date, amount and currency, with its file, linked entry and current review or payment state.
Limits and prerequisites
Extracting an amount or attaching a receipt does not prove payment. Check for duplicates before recording an expense.