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Searching and Filtering Receipts

The Receipts page has a full filter row so you can quickly narrow down a large list of receipts. Go to Pay & Expenses > Receipts.

Steps

  1. Go to Pay & Expenses > Receipts.
  2. Use the Search receipts box to search by merchant or other text on the receipt.
  3. Use Select date range to limit results to a specific period.
  4. Use the All Status, All Categ..., and All Sources dropdowns to filter by those fields.
  5. Enter values in the Min and Max fields to filter by amount range.
  6. Toggle Archived on to include archived receipts in the results.

Good to Know

Related Articles

  • Getting Started with Receipts in Sumung
  • How to Archive a Receipt

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