ReceiptTrack
ReceiptTrack Business Hub
Step-by-step ReceiptTrack Business Hub tutorials for setup, invoices, supplier bills, contacts, payments, posting and mileage.
ReceiptTrack Business Hub guides
- Business Hub quickstart: access, Overview and navigation — Start safely, understand plan access and use the Overview cards and navigation to reach each Business Hub workflow.
- Set up your business profile, invoice logo and document settings — Prepare the identity, branding and policies used by new Business Hub documents.
- Manage customers, suppliers and contractors — Create reusable trading-party records without losing historical document links.
- Build the products and services catalogue — Store consistent line-item defaults that make sales documents faster to prepare.
- Create quotes, invoices and credit notes — Follow the complete sales-document workflow from draft to immutable issued evidence.
- Scan, review and approve supplier bills — Turn supplier evidence into a checked, approved purchase record without trusting extraction blindly.
- Record payments and allocate them to invoices — Capture real money movement and connect it to the correct sales or purchase documents.
- Post Business Hub activity to Income and Expenses — Cross the accounting boundary deliberately and verify the idempotent audit result.
- Set up Mileage fleet and rates — Prepare vehicles and understand the tax-year rules used by Mileage tracking.
- Record Mileage journeys, claims, approvals and reimbursements — Follow the complete manual Mileage workflow and understand every status transition.