User Manual

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Saving Receipt Data as a CSV File
You can save receipt data as a CSV file to use in a spreadsheet program.
1. Make sure your receipts are scanned and reviewed. See the link below.
2. In the Export and Save window, click Save as CSV.
3. Choose the folder on your computer where you want to save the CSV file.
Parent topic: Scanning Receipts and Using Receipt Manager
Scanning Receipts as Image Files
You can save scanned receipts as image files.
1. Make sure your receipts are scanned and reviewed. See the link below.
2. In the Export and Save window, click Save as Image.
You see a screen like this:
3. Review the file naming fields, select the file type (JPEG or PDF), select the destination folder, and
click Save.
Parent topic: Scanning Receipts and Using Receipt Manager