How do I manage my receipts?

  • While adding or updating a trip, scroll down to the "Receipts" section

  • If you want to add a receipt:

    1. Click the + button at the bottom of the list.

    2. After entering the details, click the Accept button to commit your changes or click the Cancel button to lose any changes. NOTE: The Receipt Image is required!

  • If you want to update a receipt:

    1. Double click the receipt you want to update.

    2. The Update Receipt page will then load with the details for that receipt, after updating the details, click the Accept button to commit your changes or click the Cancel button to lose any changes. NOTE: The Receipt Image is required!

  • If you want to delete receipt(s):

    1. Hold down the Command key and single-click on multiple items.



      or

      The Shift key lets you select a group of items that are contiguous, or next to each other in the list. Single-click on the first item you want to select in a list. Then hold down the Shift key and click on the last item you want in the list. Everything between the two clicks will be selected.

    2. To complete deleting the selected rows, click the - button at the bottom of the list, then save the trip.

  • When you export your trips, all receipts for those trips will be included in a single yet separate file from the report of your trips.

  • To hide the receipt fields you don't use:

    1. Access the preferences pane.

      Keyboard shortcut: Command key (it has a ⌘ symbol) and then the ","

    2. Click the Trips Fields tab and in the Receipt Field Visibility section for the fields you use, check the checkbox next to it. For the fields you don't use uncheck the checkbox next to it.


clock February 22, 2016 by author Support Team


Is it possible to take a picture of receipts and add them to a trip?

The taking of pictures of receipts and add them to a trip is a feature that can be added by following these steps:

  1. Access the TMM Store, scroll down to the "Single Items" section and click the "Add Basic Receipt Tracking" row. Details about the purchase along with screenshots will be provided on the right side of the screen. When you are ready to purchase, click the "Buy" button in the upper right corner of the screen and follow the In-App purchase instruction provided by Apple to complete the purchase.


clock February 22, 2016 by author Support Team


Is it possible to purchase all add-ons?

The client field can be added by following these steps:
  1. Access the TMM Store, scroll down to the "Bundles" section and click the "Ultimate" row. Details about the purchase along with screenshots will be provided on the right side of the screen. When you are ready to purchase, click the "Buy" button in the upper right corner of the screen and follow the In-App purchase instruction provided by Apple to complete the purchase. Buying this feature will also allow you to group/sort the trips by client.




clock March 30, 2015 by author Support Team


Is it possible to track a work number?

Work Number tracking is a feature that can be added by following these steps:
  1. Access the TMM Store, scroll down to the "Single Items" section and click the "Add Work Number" row. Details about the purchase along with screenshots will be provided on the right side of the screen. When you are ready to purchase, click the "Buy" button in the upper right corner of the screen and follow the In-App purchase instruction provided by Apple to complete the purchase. Buying this feature will also allow you to group/sort the trips by business.




clock March 30, 2015 by author Support Team


Is it possible to track a job number?

Job Number tracking is a feature that can be added by following these steps:
  1. Access the TMM Store, scroll down to the "Single Items" section and click the "Add Job Number" row. Details about the purchase along with screenshots will be provided on the right side of the screen. When you are ready to purchase, click the "Buy" button in the upper right corner of the screen and follow the In-App purchase instruction provided by Apple to complete the purchase. Buying this feature will also allow you to group/sort the trips by business.




clock March 30, 2015 by author Support Team