myPeskyReceipts (Lite) -- 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.
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.
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)
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 travelling b) record expenses while on vacation with the family or c) record your everyday expenses around the neighborhood.
Receipt_Date field
We recommend that you always use the DatePicker […] button to select the correct date and format. If you choose to enter the date manually it MUST be in the format yyyy-mm-dd. This facilitates proper ordering and searching by date.
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.
Here 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.
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.
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)
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 travelling b) record expenses while on vacation with the family or c) record your everyday expenses around the neighborhood.
Receipt_Date field
We recommend that you always use the DatePicker […] button to select the correct date and format. If you choose to enter the date manually it MUST be in the format yyyy-mm-dd. This facilitates proper ordering and searching by date.
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.
Here 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:
- Getting Started with myPeskyReceipts (lite version)
- How to Enter a New Receipt
- How to Edit & View Receipts
- How to Filter Receipts
