Receipts 1 8 2 – Smart Document Collection

2.1 Types of Documents and Records Examples of documents are listed in Appendix F, Documents in Document Management System. Each facility will define what documents need to be controlled and entered into the document management system. Types of records are provided in Appendix A of ANSI N45.2.9-1974. Documents differ from records, as noted below. A rent receipt is an important document which you can use to keep track of rental payments tenants have made to landlords. A rental receipt serves as proof that the tenant gave his due payment to his landlord as part of his obligation in the rental agreement. These receipts also allow the landlords to keep track of all incoming payments.

• Receipts 1 8 2 – Smart Document Collection Jobs
• Smart Receipt For Pc
• Smart Receipts For Window 10

The fast, easy way to turn receipts into an organized, categorized, and IRS-accepted online archive. Join the one million small businesses saving time and money with Shoeboxed. A General Receipt, often known as just a 'Receipt,' is a document by which one party can evidence that they received something from another party.Receipts are most often used in situations of sale, like a sale of goods or sale of services. They can also be used for documents. Smart document template file name. The first argument is the name of the smart document template that DocMaker should use as the basis of documents it creates. If you don't include a path, DocMaker looks for the template in MMP's Custom folder. Data source file name.

Payment templates offer a simple solution for managing both business and personal finances. If you have a retail business or need to provide someone with proof of payment, receipt templates provide documentation of financial transactions, which protects both sellers and customers.

For creating a payment plan, templates can be used to schedule installment payments, keep track of due dates, and manage payments over time. Choose from a selection of free payment templates below, in Excel, Word, and PDF formats. Each template is fully customizable and designed to look professional while saving you time. You can download and print the templates, or share them via email or cloud-based storage.

Payment Receipt Templates

Sales Receipt Template - Excel

This template provides a detailed sales receipt that lists descriptions of each item sold, item numbers for inventory tracking, prices, and amounts paid, including tax. You can also include shipping and handling fees if relevant. At the top of the receipt are sections for the salesperson's name, payment method, customer and receipt numbers, and contact information.

Rent Receipt Template - Excel

Property owners can use this template to provide renters with documentation that rent was paid on a given date. Rent receipts may be helpful for both landlords and tenants if a conflict around rent arises and proof of payment is needed. This template includes more than one receipt on a sheet, making it easy to create duplicates or fill out multiple receipts quickly.

Cash Receipt Template - Excel

If a customer pays with a check or credit card, there is automatically a record of payment. For cash transactions, however, giving customers a proof of purchase is especially important. This cash receipt template covers a lot of detail in a small amount of space. You can record balance information for installment payments, and there is room for notes if you need to include additional information.

Petty Cash Receipt Template - Word

Petty cash receipts are important for keeping track of office funds and authorizing withdrawals. This petty cash receipt lists the reason for removing the cash, who authorized the release of funds, and who received the money. It's a simple way to support employee accountability and track how petty cash is being used.

Delivery Receipt Template - Word

This delivery receipt provides proof that a shipment was received. It includes a description of package contents and number of packages so that customers can quickly check the order before signing off on the receipt. A delivery receipt helps reduce errors by ensuring that packages end up at the intended address with the correct items. Image crop 1 3 13.

Payment Invoice Templates

Invoice with Partial Payment - Excel

If you need to provide an invoice for goods or services that shows partial payments, this template calculates the remaining balance due after the previous payment was received. This is helpful for customers who have an ongoing account or are making payments in installments. The rest of the template is a typical invoice, with room for shipping info, payment terms, item descriptions, and pricing.

Billing Statement Template - Excel

Download Billing Statement Template

Excel | Smartsheet Draw svg tool.

Similar to the invoice template above, this statement template can be used by businesses that are billing clients for ongoing payments. Record payment dates and amounts, balance due, and information on how customers should send their remittance.

Construction Progress Payment Template - Excel

Download Construction Progress Payment Template

Excel | Smartsheet

For long-term projects, contractors are often paid on a schedule, with payments determined by what work was completed during a given period. With this payment template, contractors can provide a breakdown of work completed to calculate the current amount due. The template also provides space for project information and approval signatures.

Payment Schedule Templates

Bill Payment Schedule Template

Download Bill Payment Schedule Template

Excel | PDF

Plan your fixed monthly expenses with this bill payment template. As you mark off bills paid for each month, you end up with an annual overview of which bills were paid and when. This is a simple way to create a payment schedule while also tracking how your money is being spent. Easily edit the spreadsheet to include the billing details you want to track.

Printable Bill Pay Checklist Template - PDF

Use Printable Bill Pay Checklist Template

PDF | Smartsheet

This PDF bill pay template provides a quick reminder of when bills are due and what has been paid. Print and use the template as a paper calendar, or keep it on your computer as a digital reference. Bill paying is a little more pleasant with an organized and easy-to-use checklist template.

Mortgage Loan Payment Schedule Template - Excel

If you're paying down a mortgage loan, use this amortization schedule to plan and track loan payments, interest and principal paid, and remaining balance. Loan details are listed at the top, including lender information, interest rate, the length of the loan, and more. This is a detailed schedule for staying on top of mortgage bills. Payment templates like this also help to pay down loans faster, since you can view changes to the total cost when you increase monthly payments.

Auto Loan Schedule Template - Excel

One advantage of using bill paying templates is that you get a lot of information on a single form to help with planning and organization. This template includes a column for extra payments, so you can easily see how much you will save by paying additional amounts. Enter all of your auto loan details into the schedule, and the template will automatically perform the calculations for you.

A Real-Time Bill Payment Schedule in Smartsheet

See how easy it is to track and manage your bill payment schedule with a template in Smartsheet.

Finding the right bill payment schedule template is important to help you streamline payments and ensure that no detail is missed. One necessary feature you should look for is the ability to access your payment information at any time, from anywhere. With a template in Smartsheet, you can do just that.

Flint v1 2 2 – minimalist campfire client. Use a bill payment schedule template in Smartsheet to get started tracking due dates, payment history, and updated balances. Share your payment schedule with your team, and start collaborating on payment details from anywhere, on any device. Attach comments and key documents to relevant payments, and set up alerts to notify you as due dates approach.

Why Payment Receipts Still Matter

Many businesses offer the option of receiving a digital (versus paper) receipt, which is great for convenience and customer satisfaction. But there are benefits to printed receipts as well. Having hardcopies of receipts can be important when filing taxes or being audited. When customers get a paper receipt at the time of a transaction, they can check to make sure the amounts are accurate. You'll have to remember to check a digital receipt later, which requires sorting through email messages to find and save the receipt. Paper receipts can also be helpful when returning an item, especially if the item was a gift and requires a gift receipt.

Whether digital or paper, receipts help sellers keep track of transactions, providing a detailed record of items sold. They can also help reduce employee fraud and theft, and can be used to settle disputes between sellers and customers.

When choosing a receipt design, consider customization options so it's unique to your business and harder for someone to replicate with a fraudulent receipt. Also, make sure it includes key information such as who is issuing the receipt, the date of the transaction, items sold, amount paid and by whom, and the customer's signature. You can also include a receipt number for easy tracking.

Using Payment Schedules

A payment schedule is used for planning (it shows when payments are due so that you can budget around them) and for tracking what payments have been made. This is helpful for paying bills on time, with less stress, and for avoiding late fees or added interest. It also helps with organizing your bills, assists you in getting out of debt faster, and ultimately saves you money. A payment schedule is useful whether you're paying installments on a big loan, such as for a car or home, or planning for your monthly bills.

Bill payment templates make it easy to create a schedule or calendar showing due dates, amounts owed, and completed payments. In addition to due dates, you can include which day of the month you plan to make a payment, the method of payment used, and any remaining amounts still owed.

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Getting Started

Smart Receipts was designed by a traveling consultant to make the process of tracking expenses and generating expense reports exceptionally easy, so you can save time and get back to what actually matters. As more users have started using the app, it's feature set has been expanded to enable small businesses, accountants, and cost-minded individuals to better track their budgets. Smart Receipts is available on both Android (versions 2.2 and higher) and iOS (versions 7 and above), so you can get started by downloading the app.

YouTube Video Guide

For a visual reference, check out our YouTube series about how to use the app:

Source Code

Smart Receipts was built to give you complete control of your data, and it is highly customizable to ensure that you can access your data in the right way. If that isn't enough, the source code for both versions has been released under the AGPL license and can be found at the following locations:

Reports

Adding a report

Once you've installed the app, tap on the Smart Receipts icon to launch it. If this is your first time launch the app, you'll be treated to a blank background screen with no report line items. To create your first report, tap on the '+' (plus symbol) button, which is located in the bottom right corner of the app. This will pop open a dialog with some of the following options:

• Name. The name of the report. All report names must be unique, so pick one like: 'April 2017', 'Consulting Project - Week 1', etc. Please note that you cannot use the following characters in the report name: |, , ?, *, <, ', :, >, +, [, ], /, or '
• Start Date. The date upon which this report beings.
• End Date. The date upon which this report commences. If your reports all occur over a standard interval (e.g. 3 days, 1 month, etc.), you can modify your settings to automatically set this value based on the end date.
• Default Currency. This field determines which currency will be used by your receipt entries by default. You can change what appears as the default from within the settings menu (it will always start as the currency of your phone's current locale)
• Comment. An option field, which can hold an arbitrary comment message for this report.

Managing Your Reports

After you click the 'Create' button, a report line item will permanently appear on the home screen. Any time you tap on this report line item, a new screen will be opened in which different expenses (and other data types) may be recorded and categorized.

Different users have different approaches for how to manage varying reports. Some will create a unique report for each project on which they are working; others will create a unique report to track each month (e.g. June 2014, July 2014, ..). Experimenting with different structures will probably help you to best manage reports for your expenses.

Editing a Report

If at any point in the future you wish to alter this report in any way on your Android device, long-click (i.e. press and old) on the report line item. This will pop open a menu with the following options:

• Edit Report. This option will allow you to alter any of the fields that were set when the report was first created.
• Delete Report. This option will delete the report (along with all receipt data that is attached to it) from the system. This action cannot be undone.

For iOS users, you can tap on the Pencil icon (ie 'Edit' button) to make the same set of changes

Receipts

Adding a Receipt

After you create a report, you can add receipts via the 'Receipts' tab by clicking the plus (ie '+') button in the bottom right corner of the app and selecting one of the following:

• Picture. Launches your camera app to take a photo of a receipt and enter receipt metadata
• Import. Launches your gallery app to choose a photo/pdf of a receipt and enter receipt metadata
• Text-Only. This pops open a dialog menu to add receipt metadata (e.g. price, date, etc.) without an image

You can also launch an image/PDF file in a separate app and click the send/share icon to send it to Smart Receipts, allowing you to create a new receipt from the file.

Receipt Fields

By default, the app comes equipped with the following 'fields' in which receipt data can be entered.

• Name. Common usages for this include: Lunch, Starbucks, etc. When inputting data into this field, you may see a drop down list to 'auto-complete' based on previous entries. If you happen to select an entry that has had the same price or category for multiple other entries, these will be automatically set as well. For example, if you always add a 'NJ Transit' receipt that costs $10 and is categorized as 'Train', both the price ($10) and category ('Train') will be set when you select the 'NJ Transit' option from the drop-down.
• Price. Enter the price for this receipt item. It will default to 0 if unset.
• Currency. Enter the desired currency for this receipt item. By default, it will use the one set as the parent report's default.
• Date. The date upon which this expense occurred. By default, it will be set to today's date, however if you change it, the next entry will default to the changed date (to simplify batch uploads).
• Category. The category within which this receipt resides. By default, it will be based upon the current time of day (so morning will default to 'Breakfast', afternoons to 'Lunch', and evenings to 'Dinner'). All categories can be modified or removed as desired.
• Comment. A field in which an arbitrary comment can be entered (e.g. Dinner split with Mark and Tom).
• Reimbursable. A checkbox to indicate whether or not this receipt is able to be reimbursed
• Full-Page. A checkbox to indicate if this receipt image should take up an entire PDF report page (as opposed to appearing in a 2x2 grid)

In addition to the default fields, there are a number of others that can be added from the Settings menu, including:

• Tax. If enabled, this field will appear next to the price field, enabling you to enter the tax for a given receipt. For countries with standard taxation laws (e.g. the EU), default tax percentages may be set.
• Payment Methods. If enabled, this field will allow you to assign a payment method (e.g. Cash, Corporate Card, etc.) to a given expense.

Receipt Controls

After you've created a receipt, you will have access to the following actions on Android:

• Edit Receipt. Allows you to change any of the fields noted above. You can access this by tapping on the receipt list item
• View/Edit Receipt Image. Opens a new window, which displays the receipt image (or rotate it). You can access this by tapping on the receipt image.
• Delete Receipt. Permanently deletes this receipt line item. You can access this by tapping on the '..' (ie 3 dots or ellipses) menu for this receipt list item.
• Move/Copy. Allows you to move or copy the receipt to a different report (eg from March 2017 to April 2017). You can access this by tapping on the '..' (ie 3 dots or ellipses) menu for this receipt list item.
• Swap Up. Changes the receipt ordering to allow you to move it up one. You can access this by long-pressing (ie tapping and holding) a particular receipt.
• Swap Down. Changes the receipt ordering to allow you to move it down one. You can access this by long-pressing (ie tapping and holding) a particular receipt.

After you've created a receipt, you will have access to the following actions on iOS by tapping on the receipt list item:

• Edit Receipt. Allows you to change any of the fields noted above
• View Receipt Image. Opens a new window, which displays the receipt image (or rotate it)
• Delete Receipt. Permanently deletes this receipt line item
• Move/Copy. Allows you to move or copy the receipt to a different report (eg from March 2017 to April 2017)
• Swap Up. Changes the receipt ordering to allow you to move it up one
• Swap Down. Changes the receipt ordering to allow you to move it down one

Mileage Tracking

Adding Distance

After you create a report, you can add begin tracking mileage (ie distance traveled) for reimbursement via the 'Distance' tab. You can input the following fields after clicking the plus (ie '+') button in the bottom right corner of the app:

• Distance. Tracks the total miles or kilometers traveled
• Rate. The reimbursement rate per mile. American users can find this via the IRS Guidelines. Please note that you can change the default value in the settings menu
• Currency. The currency to be reimbursed in
• Location. The location that you traveled to
• Date. The date that you traveled this distance
• Comments. A field to track extra notes

Generating Reports

Overview

Smart Receipts supports a few core report types, which can be created from your phone. You can find these by tabbing over to the 'Generate' tab (ie after the 'Receipts' and 'Distance' ones) in the app:

• Full PDF Report. Creates a PDF Report with a 'header page', which contains a complete table of all your receipts and distance expenses. It will also include a tabulated list of all your receipt images.
• PDF Report - No Table. Creates a report identical to the one above but without the header page. This is useful for companies that require their own header format.
• CSV File. Creates a CSV (eg Excel) file for spreadsheet apps
• ZIP - Stamped Images. Creates a ZIP file, containing all your images (and the receipt metadata below each)

Settings

There are a variety of useful settings for generating reports, including:

• Customize PDF Output. Which allows you to change the order and values of the PDF report columns
• Customize CSV Output. Which allows you to change the order and values of the CSV report columns
• Separate Payments by Category. Which splits all payments out by the category that they occurred for
• Include Categorical Summations. Which totals the total of all receipts for a given category

Backups

Manual Backups

All users can create manual backups to ensure that their data is not lost in the event that anything happens to their device. Backup files are formatted as a 'SmartReceipts.SMR' file, which is a simply a normal ZIP file but with a different extension to associate it with Smart Receipts. Backups can be created as follows for Android users:

• On Android, open the menu button (3 dots in the top right) and select the 'Backups' menu.
• Click the 'Backup' button
• Send the SmartReceipts.SMR file to your email, cloud storage, etc account for safe keeping

Or as follows for iOS users:

• On iOS, select the gear icon in the top left and scroll to the 'Backups' section
• Select the 'Backup' option under the 'Make Backup' section
• Send the SmartReceipts.SMR file to your email, cloud storage, etc account for safe keeping

To recover a backup file, you can either tap on the SMR file directly or send/share it with Smart Receipts. On Android, you can also select the 'Import' button within the backups menu. In each of these cases, it'll launch a dialog menu that will prompt you about importing your old data with the option to 'Overwrite'. Please note that selecting the 'Overwrite' option will delete all your existing data.

Automatic Backups

Smart Receipts Plus subscribers can configure automatic backups to Google Drive as follows:

Receipts 1 8 2 – Smart Document Collection Jobs

• Open the menu button (3 dots in the top right) and selecting the 'Backups' menu
• Click on the 'Tap to Configure' option and select Google Drive
• Give permissions to your Google account, and it'll start backing things up (depending on if you allow the WiFi only rule or not). You'll start to see the little cloud icons after that, indicating that your backup is working.

If you ever need to recover a backup on another device, you can do so as follows:

• Open the menu button (3 dots in the top right) and selecting the 'Backups' menu
• Click on the 'Tap to Configure' option and select Google Drive
• Wait for your past backups to appears (note: sometimes you may need to close the app by swiping from recents and then relaunch)
• Tap on the backup that you wish to restore

You won't, however, be able to directly see your files in Google Drive, because:

• All backups are sent to Google Drive, but we save them in the 'hidden' app folder. Google Drive allows for each app to create its own hidden folder that only the app that created the folder can interact with. You can find it buried under your Google Drive settings. We were originally struggling with whether or not to make this folder public or not, but we ultimately decided to keep it private to prevent someone from losing data by deleting that particular file/folder. In order for automatic backups (or syncing to work) either the server (Google Drive) or the device (your phone) has to act as a trusted authority as to what receipts are uploaded, deleted, etc. Since the phone can be wiped, lost, etc (or even have something simple like device time set back in the past), it can't necessarily operate as the authoritative voice for the 'state of the world', so it has to be the server. But if we let individuals edit the Google Drive (ie server) side, then it also cannot be the authority, so it makes it difficult to know what is right at any point. To account for this, we hid the Google Drive data, so it's always 'right' (or as correct as your last network upload).

Please note that automatic backups will only occur, while your Smart Receipts app is active (ie we don't wake the app up in the background to upload your data in order to save battery). So long as you are periodically using the app, while you have a network access, however, this should not pose any issues as it'll safely upload your receipts during your normal usage flows.

Smart Receipts Plus

Smart Receipts Plus vs Smart Receipts (Free)

The Plus version of the app is available as a yearly subscription for USD $9.99/year (or equivalent in your local currency). All purchases are currently managed either via the Google Play Store or Apple App Store. The Plus version contains all the same features as the free versions, plus the following benefits:

• The paid version has no ads
• The paid version supports automatic backups to Google Drive
• The paid version automatically processes exchange rate conversions
• The paid version allows you to automatically break down prices by category/payment method in your reports
• The paid version allows you to edit/customize the pdf report footer (by default, it is 'Report Generated with Smart Receipts')

Additionally, we plan to add future capabilities to Plus users as well. The only caveat is the automatic scans (OCR) feature, which is not included with Smart Receipts Plus.

Automatic Backups

Smart Receipts Plus users can configure automatic backups by referring to this guide.

Exchange Rate Processing

As a 'Plus' user, you will also have the option to automatically fetch the current exchange rate any time you change the receipt's currency to be different from your default report currency. Upon changing the receipt currency in the app, a new 'Exchange Rate' field should appear. If you have network availability, the app will attempt to immediately attempt to retrieve the current exchange rate from http://openexchangerates.org/. If we cannot determine the active exchange rate, you'll have the option to manually enter the desired exchange rate as well (you can also do this when editing a receipt to indicate the necessary exchange rate from a credit card statement, etc.).

If for whatever reason you're seeing odd behavior in your exchange rate processing, you should confirm that you have correctly defined your report currency:

• Long tap (ie press and hold) on the desired report
• Select the edit report option from the resultant dialog
• Verify that your defined currency is correct

Smart Receipt For Pc

Please note that changing the currency will clear out your existing exchange rates.

Automatic Scans (OCR)

You can set up Automatic Scans (known more formally as Optical Character Recognition or OCR) as follows:

1. Tap on the menu button (3 dots in the top right corner) and select the 'Automatic Scans (OCR)' item
2. When prompted, elect to log-in with an existing Smart Receipts account or create a new one
3. Once completed, you'll have the option to purchase scans, which will automatically determine the following receipt fields: merchant name, price, tax, date, and currency. These fields are successfully parsed with greater than 82% accuracy, which will continue to improve as the dataset of scans grows.

The OCR process is a new feature offering for Smart Receipts, and it's only available on Android for the moment. Each OCR scan currently costs USD $0.10, since our OCR provider, taggun.io, also charges on a per-scan model. We hope to hope to change this to a monthly/year fee in the future, but we wanted to get a baseline of usage patterns before scaling up. The actual process works as follows

Smart Receipts For Window 10

1. First, we upload the image, which gets converted into text (this is the OCR process)
2. Next, we run the results through a machine-learning algorithm, which attempts to find the relevant fields (eg identifying the total field for the price)
3. Finally, we deliver the results directly to you

Advanced Functionality & Settings

Formatting variables

Within the settings menu, you'll have the ability to edit the default email subject ('SmartReceipts - %REPORT_NAME%') and PDF Footer with your own text. We have reserved four special variables to allow for Report data to be automatically inserted:

• %REPORT_NAME% Prints the report's name
• %USER_ID% Prints your user id (if set)
• %REPORT_START% Prints the report's start date
• %REPORT_END% Prints the report's end date

Smart Receipts Web

The web page is currently under construction and only has limited functionality. At the moment, it effectively contains no functionality aside from tracking how many OCR scans you have available. All current application information is saved on your device (and Google Drive too if you've configured automatic backups), but it doesn't propagate to the web site. While we're working on adding this capability in the near future, it isn't present yet, so there's nothing there to really look at. Feel free to contact us directly for additional information about options and timelines here!