Command Toolbar
The Command toolbar displays the most commonly used commands. Click an icon to execute the
command.
Scan Import:
Scan receipts to the currently selected folder.
NOTE:
This feature only applies to folders.
File Import:
Import receipts to the currently selected folder.
NOTE:
This feature only applies to folders.
Export:
Export receipt images to file.
Report:
Create a data report for the selected receipt(s).
Settings:
enter your BOL account information, user profile and defined field values to
personalize your program and provide easy access when you upload scanned
receipt images.
Export to Cloud:
Enter an email address and password to log in and select a receipt
box or folder, then send scanned receipt images to the cloud from your local
computer.
NOTE:
If you select a receipt box to upload, all the folders in this receipt box will be
uploaded.
BR-Receipts Website:
Click to open the BOL webpage and view the files you have
uploaded, if the account information is not saved in the
Settings
, you will have to
enter the account information first.
Folder View
Folder view includes a Folder section and a Search section.
Click the
Folder
tab to view the Folder section, where you can create a receipt box, open a file and
create a new folder.
Click the
Search
tab to view the Search section, where you can select a category and fill in the
keyword, receipt date, amount, and vendor fields, and then click
Start Search
to find a specific
receipt.
Right-click the blank area to view these commands:
New Receipt
Box…
Create a receipt box.
Open Receipt
Box…
Open a receipt box that already exists.
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