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Using ezReceipt

Contents


  1. About ezReceipt
  2. Field definitions
  3. App Icons and Buttons
  4. Setting User Preferences
  5. Dropbox backup and restore


About ezReceipt


ezReceipt makes quick work of sending a simple HTML formatted receipt to anyone via email. Receipts can be generated quickly and easily and can be saved for future reference. This can be especially helpful with repetitive tasks like sending out monthly rental receipts.

With ezReceipt you can:


Please Note: You may setup and edit receipts offline, however an active cellular or WiFi connection is required to send receipts or a receipt summary via email. Printing from the device requires an AirPrint compatible printer or a printer sharing utility like Printopia.


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Field definitions


Receipt TitleThe title of the receipt template. The template titles are listed on the main screen in alphabetical order.
Send Receipt Email ToThe email address of the person or company that you are sending the receipt to. You can select an email address directly from your contacts list or enter the email address manually. To change this behavior set it in User Preferences. If you select an email address from your contacts list, the associated contact's first and last name will be automatically inserted into to the "Payment Received From" fields.
Payment Received From (Last Name or Company)The last name of the individual or company from whom you received payment.
Payment Received From (First Name)The first name of the individual from whom you received payment. You might want to leave this blank if a company name has been entered into the "Last Name or Company" field.
Received ByThe name of the individual or company that has received payment.
Receipt SignatureYour signature which is selected from a list of available signatures that you have previously created.
Received ForThe purpose of the payment (Rent for August, etc.).
Received DateThe date on which the payment was received. Select a date from the date picker.
Receipt AmountThe amount of the payment received. You may enter alpha or numeric characters in this field.
Payment MethodThe method used for the payment (cash, check, money order, etc.).
Reference NumberUse this field to record a check number or any other useful reference number.
NoteUse this field to record a multi-line note of any length. You have the option to include the contents of the Notes field within the Receipt and/or the Summary depending on the user preferences settings.
TagsEnter your own user defined tag designations to help categorize your receipts and enable customized searching. Enter single words or multiple words separated by spaces. For instance, you could identify all tax related receipts by entering the word "tax" into the Tags field. Its best to use short words or abbreviations separated by spaces for your tag designations. For example you might enter the following tags:"file tax realestate todo send". Using this example, you could search on any or all of the tags in any order. Searches are not case sensitive. You can enter anything into the Tags field and then quickly search on those entries later.
Receipt CategoryCreate your own user defined category designations to help categorize your receipts and enable customized receipts filtering. Categories are similar to folders in that they provide a way of grouping similar receipts. For instance, you might create a category called "Real Estate" and later use the category filtering option to view and work with only the "Real Estate" related receipts. You can use either single words or multiple words for category names and they can be renamed later if needed. You can also move all receipts from one category to another category. Using a combination of custom Categories and Tags will provide you with many options for organizing and finding your receipts.
Receipt Geo LocationUse this field to tag the physical location (latitude and longitude) of the the receipt. This might be helpful to document where the receipt was created.


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App Icons and Buttons


View Application Information including app versioning, user documentation, and ability to "gift" the app.
Set user preferences.
Dropbox backup and restore provides the ability to backup and restore receipts to and from your Dropbox account and can also be used to copy and move receipts from one device to another.
Provides the option to sort the receipts list based on various predefined fields.
Displays the Category list view where you can filter the receipts list on categories that you have already created and have assigned to receipts. Categories can be created, renamed or deleted and existing receipts can be moved from one category to another. Note that a category cannot be deleted if there are receipts assigned to the category.

Show the receipt preview or receipts summary.

Receipt Preview: The receipt can then be either emailed to the email address previously entered in the "Send Receipt Email To" field or printed from the device (AirPrint enabled printer is required).

Receipt Summary: The receipt summary can either be emailed to the email address of your choosing or printed from the device (AirPrint enabled printer is required). If you would like to generate a partial summary you can do so by first searching your receipts list. Then tap the "Done" button located on the keyboard to dismiss it which reveals the Summary button. Now tap the Summary button to generate a receipts summary list based on just those records found in your search. If you prefer a complete receipts summary list showing all saved receipts then simply tap the summary button without searching. The contents of the summary list can be copied/pasted from the email into a speadsheet or database application for further data manipulation or archiving if desired.
Save Copy (available in the Receipts Detail view only). Creates a duplicate of an existing receipt.
action_icon.png Available in the Receipts preview and Receipts Summary preview. Provides options for printing and emailing the currently previewed Receipt or Receipts Summary.
Add Geo-location - Available in Receipt Geo Location view, this pins the selected receipt to the users current location. The pin can be moved around the map to another location as required by simply dragging it.
?.png Delete Geo-location - Available in Receipt Geo Location view, this removes any existing pin from the map.
?.png Expand view - Available in Receipt Geo Location view, this expands the view to show both the Receipt location and the current user location.
?.png Zoom to and center (receipt location) - Available in Receipt Geo Location view, this zooms to and centers the view on the receipt location.
?.png Zoom to and center (user location) - Available in Receipt Geo Location view, this zooms to and centers the view on the current user location.
?.png Show hybrid map view - Available in Receipt Geo Location view, this displays a map that also includes satellite imagery.
?.png Show default map view - Available in Receipt Geo Location view, this displays the default view.


Receipt Type Icons


icon_receipt 25x25.jpg Indicates Generic Receipt.
icon_rental_receipt 25x25.jpg Indicates Rental Receipt.
icon_security_deposit 25x25.jpg Indicates Security Deposit Receipt.
icon_cash_receipt 25x25.jpg Indicates Cash Receipt.
icon_sales_receipt 25x25.jpg Indicates Sales Receipt.

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Setting User Preferences


CC List Enter a valid email address or multiple email addresses separated by commas into this field. These addresses will always be copied when a receipt is sent.
Email from Contacts Set this to On to select email addresses from your contacts. Set to Off to enter email addresses manually. Selecting an email address from your contacts list will automatically populate the "Payment Received From" fields with first and last names if they exist.
Receipt List Detail Show More Detail - You can choose to show or hide additional detail in the main list. Additional detail will display under the receipt titles when this setting is On.
Show Tags & Category - You can choose to show or hide the receipt Tag and Category assignments in the main list. Any Tags and the assigned Category will display when this setting is On.
Show Notes Show Receipt Notes - Set this to On to include the contents of the Note field within the Receipt. Set to Off to leave out the note field.
Show Summary Notes - Set this to On to include the contents of all Note fields within the Summary. Set to Off to leave out the note fields.
Date Style and Sorting Sets the date style to either long or short style and the sort order to either ascending or descending order.
Automatic Receipt Numbering Provides options for automatically numbering receipts using sequential numbering or system generated random numbering. A custom alpha-numerical prefix can be optionally added to either numbering format.
Signature Pen Settings Sets the default pen color and line weight for your signatures.
Receipt Geo Location Setting this On will display the geo location (latitude and longitude) on the receipt assuming that the receipt's location has been previously tagged.
Delete All Receipts This action will delete all existing receipts currently stored on your device. Be sure that your receipts have been backed up to Dropbox first or that you no longer need the existing receipts on your device since this action cannot be reversed.
Recover Receipts A database update takes place at first launch of exReceipt 3.0 which is designed to move all of your existing receipts to a more efficient database. In the event that this data migration does not work properly you can use this utility to view your receipts in the old database and manually recover and import individual receipts to the new database. All recovered receipts are automatically placed in a category called "FROM ARCHIVE" for easy identification later in your receipts list.

New users: If you are a brand new exReceipt user then you will not have existing data so this utility does not apply to you.

Existing users: This utility is intended only for users upgrading from an older version of ezReceipt who have existing data.


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Dropbox backup and restore



Backup to Dropbox - This option will backup all the receipts currently shown in your device's receipts list to the selected Dropbox backup file.

When backing up receipts you have options to Overwrite or Merge receipts as follows:

Overwrite replaces the contents of the selected Dropbox backup with all the receipts currently shown in your device's receipts list.
Merge combines the contents of the selected Dropbox backup with all the receipts currently shown in your device's receipts list.

Restore from Dropbox - This option will restore all the receipts in the selected Dropbox backup file to your device's receipts list.

When restoring receipts you have options to Overwrite or Merge receipts as follows:

Overwrite replaces all receipts stored in your device's receipts list with the contents of the selected Dropbox backup.
Merge combines the contents of the selected Dropbox backup with the receipts stored in your device's receipts list.


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Privacy & Legal
ezReceipt does not collect or share your private information. All information is stored on your device.

If you elect to backup your receipts to your Dropbox account your receipts will be stored by default within the "Apps/ezReceipt" folder.

ezReceipt and RealSimple Software assume no responsibility for loss of data for any reason. By continuing to use ezReceipt you agree to hold ezReceipt and RealSimple Software harmless for any and all data loss.

 

 

 
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