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Adding an Attachment to a Receipt

Attachments can be added to new receipts, and to existing receipts that have not been exported to your accounting software. Receipts that have been exported to your accounting software will have a Posted deposit status and cannot be edited.

Access the create Receipt feature from the following:

Access Point	Navigation
CCC ONE menu bar	Select New > Receipt
Receipts Search Results screen	Select View > Receipts > New Receipt from the toolbar.
Production Schedule Dashboard	Right-click on the repair order, and then select New > Receipt
Accounting Dashboard	Select the repair order, and then select New Receipt from the mini-toolbar.
Within a repair order	Select New > Receipt from the toolbar Select Actions > New > Receipt from the toolbar Select the Receipts tab, and then select New Receipt from the toolbar

To add an attachment from a folder

Create or open an existing receipt.
Select Attach - From Folder from the toolbar.
Navigate to the attachment folder location, and then select the attachment.
Click on the Open button. The attachment appears in the receipt screen.

To add an attachment from a camera or scanner

You must first attach your camera or scanner in order to use this feature.

Create or open an existing receipt.
Select Attach - From Camera/Scanner from the toolbar.
Navigate to the attachment folder location, and then select the attachment.
Click on the Open button. The attachment appears in the receipt screen.

Overview

Overview - Receipts