This feature is great for categorising your receipts. To add a new tag, just follow the steps below:
- Open the app;
- Tap on the receipt you'd like to tag;
- Select the Tag button on the bottom right of the screen;
- You can either choose from one of the suggested tags or you type in a new one;
- Once you're done, just tap Save at the top right corner.
* You can also add a tag a receipt while it is still in the Processing queue. There are two ways to do so:
- Just tap on the tag icon on the right side of your processing receipt, or
- Open the receipt while it is being processed and tap on the tag icon located at the bottom right of your screen.
Comments
3 comments
"there is no option at the moment to download receipt data for a custom date range."
Does this mean that a custom date range option is on the roadmap?
I'd be interested in generating a PDF report either by date range or tag that includes all data as well as images of the receipts. I know that I can export to CSV then sort by date or tag, but then I have to download each individual receipt image and repackage all of this in another format (ie. PDF)
Hi, Barry! You can download an export file (CSV or PDF) only for a specific tax period, there is no option at the moment to download receipt data for a custom date range. You can read more info on exporting data here: https://1tap.zendesk.com/hc/en-us/articles/115000224429-How-do-I-export-the-data-from-my-receipts-
Regarding your second question - in the PDF export your receipts are ordered by the way you've uploaded them into the app. In the comprehensive CSV file - the receipts are not numbered, but they are ordered by date.
The comprehensive CSV export file exports all the data for every receipt - amount, date, supplier name etc., if you have notes and tags - they will appear in your export file as another category. You also have a category with your receipt's photo link, so you can just copy it into your browser and see the receipt.
(1) Can you download a CSV & PDF of receipts within a specific date range, i.e. 31 May - 20 June
(2) Can the receipts be number both in the CSV & PDF so you can easily compare or confirm all receipts have been included
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