Overview
Financial Ledger makes it easy to track your expenses by allowing you to upload pictures and digital copies of your receipts directly through the web application.
Why Upload Receipts?
Uploading your receipts helps you:
- Keep all your financial documentation in one place
- Easily access receipt details when needed
- Maintain accurate records for accounting purposes
- Simplify expense tracking for events and projects
Step-by-Step Instructions
1. Navigate to the Event
Find the Event related to your transaction and click on the drop-down Finances tab.
2. Add a New Transaction
Click the Add Transaction button to create a new expense entry.
3. Enter Transaction Details
Fill in the expense information:
- Amount (required)
- Description (required)
- Category (required)
- Date (required)
- Any additional optional information
4. Upload Your Receipt
At the bottom of the transaction window, click on + Add Receipt and select your receipt image from your device.
5. Save Your Changes
Click the Save button to complete the process.
Tips for Receipt Management
- For best results, ensure your receipt images are clear and legible
- You can upload receipts in various formats including JPG, PNG, and PDF
- Each transaction can have multiple receipts attached if needed
- Receipts are securely stored and accessible whenever you review the transaction
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