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What are Receipt Uploads?
Receipt Uploads in FR Books allow users to link all of their documents and receipts to the transactions they relate to. For example, if a supplier sends you an invoice for goods over email, you can save the invoice to FR Books and/or attach it to the supplier invoice you enter in FR Books. This means that you can easily find documents later by searching for the transactions.
You can also store general documents in FR Books, i.e. those which do not relate to a specific transaction. These documents can also be searched for and linked to transactions later if needed.
Setting up Receipt Uploads in FR Books
Receipt Uploads is a FR Books Pro feature. To access it, upgrade your subscription from Main Menu > Subscriptions. Then head to the Company Settings menu, and under the Financial Info tab tick the checkbox which reads 'Business uses receipt uploads', then click 'Update Company'.
How Receipt Uploads works
There are multiple ways you can upload receipts to FR Books. The first is from the Tools menu. To do this go to Tools > Receipt Uploads.
This will show you all previously uploaded files. New files can be uploaded from here by clicking the 'Upload' button as circled below.
Drag and drop the file into the dashed box, or click 'Browse Files' to select the file, and click 'Upload'.
The second way to upload your receipts into FR Books is through Transactions.
Clicking the 'Receipt Uploads' icon next to or in a transaction you are viewing means that the file will be associated with that transaction. You can then easily refer back to it later from that transaction. For example, when creating a customer invoice you can click the attachment icon and select from files previously uploaded to FR Books or you can add a new one, as seen in the image below.
