How to link receipts to customer's job

Welcome to the Community, qualitylife. I'm here to help you link receipts to your customer's job.

If you want to attach the receipt to the customer's job or project, you can do this by following the steps below:

1. Go to Projects. Ensure that this feature is on.
2. Open the customer's project.
3. Click Attachments. 
4. Drag the receipts you want to include in the project. Be mindful of the supported file types when uploading.

On the other hand, if you want to link the receipts you've uploaded from Receipts in the Transactions menu, Here's how to do it:

1. In the Receipts tab, open the receipt you want to link to your customer's project.
2. In the Customer/Project dropdown, choose the customer's job.
3. Click Save and close.

If ever the dropdown is not showing, let's turn the option on:

1. Go to the Gear icon, then choose Account and settings.
2. Click the Expenses tab.
3. In the Bills and expenses section, click the Pencil icon to edit.
4. Toggle Track expenses and items by customer.
5. Click Save, and Done.

Additionally, you can run a report to get a snapshot of your business. 

Return to this thread if you have other concerns with your receipts. We'll be here to provide you with assistance. Have a great day ahead.