What Are Receipt Uploads?

Receipt Uploads in Quant allow users to link all their documents and receipts to the transactions they relate to. For example, if a supplier sends you an invoice for goods over email, you can save the invoice to Quant and/or attach it to the supplier invoice you enter in Quant. This means that you can easily find documents later by searching for the transactions.

This feature also helps you keep a paperless office as everything is stored in the cloud, meaning it can be accessed by any user from any device anywhere in the world.

You can also generically store documents in Quant (even if they do not relate to a specific transaction). These documents can also be searched for and linked to transactions later if need be.

Setting up Receipt Uploads in Quant

Receipt Uploads is a Quant Pro feature. To access it, simply upgrade your subscription from Main Menu > Subscriptions. You will then see the feature under the Tools menu.

How Receipt Uploads works

There are multiple ways you can upload receipts to Quant. The first is from the Tools menu. To do this go to Tools > Receipt Uploads.

This will show you all previously uploaded files. You can upload a new file from here by clicking on the ‘Upload’ button.

Simply drag and drop your file into the box that appears, or click browse. Then select the file you want to upload and click ‘Upload’.

The second way to upload your receipts into Quant is through Transactions.

Clicking the ‘Receipt Uploads’ icon next to or in a transaction you are viewing means that the file will be associated with that transaction. You can then easily refer back to it later from that transaction. For example, when creating a customer invoice you can click the attachment icon and select from files already uploaded to Quant or you can add a new one, as seen in the image below.

What we’re working on

Quant Mobile: At present users can attach files to invoices in Quant Mobile. We are working on adding this for other transaction types and for generically uploading into Quant.