📊 Receipts Admin
Go to Receipts
Reset All Data
👥 Manage Users
▼
First Name
Last Name
Email (Optional)
Role
USER - Can only see own receipts
DELEGATE - Can act for assigned users
ADMIN - Full access
Delegate For (select users)
+ Add User
Cancel
Name
Email
Role
Actions
💳 Manage Cards
▼
Assign to User
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Spreadsheet Name (Match)
Card Nickname
Account # (Last digits)
+ Add Card
Cancel
User
Card Name
Excel Match Name
Account #
Actions
Monthly Statement Management
Year
Month
Manage Master List
Master List Active
Chase Visa
Empty
View Expected Format
Upload Chase Excel
...
0
transactions
Uploaded
...
Delete & Upload New Batch
American Express
Empty
View Expected Format
Upload Amex Excel
...
0
transactions
Uploaded
...
Delete & Upload New Batch
📋 Transactions
▼
View Month
Select a month to view transactions