myPeskyReceipts (Deluxe) -- How to Enter a New Receipt
General Comments
All receipts are entered into the system via this page. It is designed to minimize your keystrokes as much as possible. As you enter receipts, the system memorizes the values you enter for the various fields so that on subsequent entries, you can populate the fields by simply touching an entry on a memorized list of applicable entries.
For example, on your first receipt you will have to type the Merchant name in the provided textbox. However on subsequent receipts, touching the corresponding
All receipts are entered into the system via this page. It is designed to minimize your keystrokes as much as possible. As you enter receipts, the system memorizes the values you enter for the various fields so that on subsequent entries, you can populate the fields by simply touching an entry on a memorized list of applicable entries.
For example, on your first receipt you will have to type the Merchant name in the provided textbox. However on subsequent receipts, touching the corresponding
[…] button will display a list of Merchants previously entered by you. Touching the desired Merchant name on that list will populate the Merchant field on this page.
You should therefore strive to enter your values accurately so that you will enter it only once. However, at a later date you will be able to change a value individually on a receipt or globally on the memorized list if you so choose. For example, renaming a Merchant on the memorized list, also renames that Merchant wherever it appears on receipts in myPeskyReceipts.
Receipt_Date field
You must always use the DatePicker […] button to select the correct date and format. MyPeskyReceipts presets this field to the current date on a new receipt. Using the DatePicker dialog you can easily change it to any date..
Merchant field
Enter the name of the merchant from whom you have made the purchase. Remember that this name will be memorized and made available for you to “pick” later.
New
Upon selection of a merchant, myPeskyReceipts scans the database to locate the last transaction with that merchant. If one is found, myPeskyReceipts populates the following fields with the retrieved values: a) Currency b) Classification and c) Paid With
Amount field
This is the one field in which you must always manually type the value.
Currency field
The system is multi-currency and so we have provided for a currency field. In this version we have pre-populated this field with USD (US Dollars)
Paid With field
Specify how the merchant was paid. For example, Cash, Check , Amex etc.
Classification field
Choose your values wisely and the benefits will be enormous especially if you are: using myPeskyReceipts to: a) keep track of your business expenses while traveling b) record expenses while on vacation with the family or c) record your everyday expenses around the neighborhood.
<NEW> Project field
This field allows you a second level of grouping for your charges. While you are using the Classification field to group your charges by Lodging, Food, etc., you can now also group them as such within “Mexico Trip” or “XYZ Co Upgrade” by coding this field accordingly.
<NEW>Receipt Image field
myPeskyReceipts Deluxe now supports scanned images of your receipts. If an image has been scanned, “Show image…” will be displayed. If no image has been scanned, then “No image on file” is displayed. Touching the [Show image…] button previews the receipt image.
Notes field
Enter any comments that will assist you in remembering/justifying this expense if you have to do so at some point in the future. If a business lunch, then who were the guests and what was the reason for the lunch etc.
Cancel Button
Touch this button to discard the NEW receipt which you have been entering
Done Button
Touch this button to save the receipt and return to the Receipts Summary page.
Below is an example of a fully populated New Receipt page.
You should therefore strive to enter your values accurately so that you will enter it only once. However, at a later date you will be able to change a value individually on a receipt or globally on the memorized list if you so choose. For example, renaming a Merchant on the memorized list, also renames that Merchant wherever it appears on receipts in myPeskyReceipts.
Receipt_Date field
You must always use the DatePicker […] button to select the correct date and format. MyPeskyReceipts presets this field to the current date on a new receipt. Using the DatePicker dialog you can easily change it to any date..
Merchant field
Enter the name of the merchant from whom you have made the purchase. Remember that this name will be memorized and made available for you to “pick” later.
New
Upon selection of a merchant, myPeskyReceipts scans the database to locate the last transaction with that merchant. If one is found, myPeskyReceipts populates the following fields with the retrieved values: a) Currency b) Classification and c) Paid With
Amount field
This is the one field in which you must always manually type the value.
Currency field
The system is multi-currency and so we have provided for a currency field. In this version we have pre-populated this field with USD (US Dollars)
Paid With field
Specify how the merchant was paid. For example, Cash, Check , Amex etc.
Classification field
Choose your values wisely and the benefits will be enormous especially if you are: using myPeskyReceipts to: a) keep track of your business expenses while traveling b) record expenses while on vacation with the family or c) record your everyday expenses around the neighborhood.
<NEW> Project field
This field allows you a second level of grouping for your charges. While you are using the Classification field to group your charges by Lodging, Food, etc., you can now also group them as such within “Mexico Trip” or “XYZ Co Upgrade” by coding this field accordingly.
<NEW>Receipt Image field
myPeskyReceipts Deluxe now supports scanned images of your receipts. If an image has been scanned, “Show image…” will be displayed. If no image has been scanned, then “No image on file” is displayed. Touching the [Show image…] button previews the receipt image.
Notes field
Enter any comments that will assist you in remembering/justifying this expense if you have to do so at some point in the future. If a business lunch, then who were the guests and what was the reason for the lunch etc.
Cancel Button
Touch this button to discard the NEW receipt which you have been entering
Done Button
Touch this button to save the receipt and return to the Receipts Summary page.
Below is an example of a fully populated New Receipt page.
And the corresponding Receipt Summary page which is displayed when the [Done] button is touched.
Help Sections:
If you need more help email helpme@kayemediapartners.com.
- Getting Started with myPeskyReceipts
- How to Enter a New Receipt
- How to Edit & View Receipts
- How to Filter Receipts
- How to Email and Export Receipts To Your Computer
- How to Import Receipts from myPeskyReceipts Lite
- How to Perform A Monthly Analysis
- How to Scan & View Receipt Images
If you need more help email helpme@kayemediapartners.com.
