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ReceiptWallet Publisher's Description:
ReceiptWallet — Do you have a pile of unorganized receipts? Are your receipts stuffed into a folder? Have you ever tried to find an old receipt and spent hours? If so, then ReceiptWallet is the answer to your problems!
Find receipts quickly
If you've ever looked for a receipt for a warranty repair, you probably had trouble finding it. With ReceiptWallet, receipts are located quickly and easily.
Expense reports
Do you have to prepare expense reports? If so, ReceiptWallet can help. Once you store your receipts in ReceiptWallet, you can select the receipts to email, print, or export to more...PDF.
Taxes and Accounting
In many cases, the IRS (or other tax authority) may accept electronic copies of your receipts. ReceiptWallet makes gathering information for taxes a snap!
Warranties
If you have ever had to get a product repaired under warranty, you know how hard it is to find the receipt to prove it is under warranty. With ReceiptWallet, simply scan in the receipt, add some notes about the product and now you can find the receipt quickly.
Rebates
Everyone is enticed by rebates, but handling the paperwork and remembering about them is such a hassle. With ReceiptWallet, scan it in, put in a note that it is a rebate and you can quickly find the rebates later on. To make things even easier, add an appointment to iCal to remind you to check on the rebate. Without leaving your desk, you can now look up the rebate and see where it is.
Flexible Spending
Do you have a flexible spending plan or a cafeteria plan at work? If so, then you know how much of a pain it is to gather up all the paperwork when the time comes to submit the receipts. With ReceiptWallet, put items into a category called Medical or Flexible Spending, then create a smart collection for the time period, say the last six months. Next select the receipts, hit print and you've now handled most of the work already. If your plan accepts it, you can even export the text content of your receipts as a CSV file and import it into Microsoft Excel; you can print this and might be able to simply submit it.
What is it?
So what is ReceiptWallet? ReceiptWallet is a Mac OS X program that allows you to scan in and manage your receipts. When you scan in each receipt, you enter a few pieces of information about the receipt such as the merchant, the amount, and category and then you can quickly and easily locate your receipts. You can view the receipts right on the screen, print them, email them, or save them as PDFs. In addition to the powerful search built into ReceiptWallet, you can organize your receipts into collections. These collections can contain whatever you want and even better than that is the ability to create smart collections that automatically create collections based on whatever criteria you like. For instance, you can create a smart collection that contains all of your grocery store receipts or one that contains receipts for a certain year. The possibilities are endless.
WHAT'S NEW
Version 1.0.7:
* Added option to backup data
* Fixed issue with large amounts
* Now displays updating PDF after file is imported
* Added option to write metadata to PDFs
* Fixed issue adding and removing categories
* Added basic support for multiple machines accessing the same database; only one machine can write to the database and on the others, select "Data folder is read only". On the remote machines, every 5 minutes, it checks to see if the database has changed. If it has, the user is alerted and the database will be reloaded. While not the idle situation, it does work. Either more...the primary machine has to share its data folder or the data folder has to be placed on a server
* Added ability to export to Quicken QIF; make sure your payment method match Quicken accounts and your categories match Quicken categories. Also, you'll need to go into the Payment Methods window and change the type of each payment method
* If the date or merchant of a receipt is changed, the database is saved after 10 seconds of idle time; this is in case something happens, the reference to the underlying file is not lost
* If an invalid registration number is entered, an alert now tells the user
* Sending a single receipt via email now includes the notes
* Fixed issue entering notes in sub items when you added another sub item without tabbing out of the notes
* Fixed issue where reports wouldn't match items if the category contained ()
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