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Understanding the Receipts Summary Cards

The top of the Receipts page shows four summary cards that give you a quick read on your receipts at a glance. Total Receipts - the total count and dollar…

Steps

  1. Total Receipts - the total count and dollar value of every receipt uploaded, labeled "All time."
  2. Pending Review - receipts that haven't been categorized, linked, or otherwise resolved yet, labeled "Queue clear" when there's nothing outstanding.
  3. Linked to Transactions - receipts that have been connected to a bank transaction. You can link a receipt from its detail page.
  4. This Month - receipts uploaded within the current calendar month.

Related Articles

  • Getting Started with Receipts in Sumung
  • How to Link a Receipt to a Transaction

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