Free Video Tutorial: Receipts - Apple Mac, iPad & iPhone Tutorials from ScreenCastsOnline

Tutorial Topics

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Tutorial Description

Tax season can be stressful and time-consuming for individuals and business owners alike, so it's good to have a tool that can relieve some of that burden. Receipts for macOS (included in Setapp) is one such software package. In this video, Lee shows you how to import your receipts and invoices, both manually and automatically, using a variety of techniques. He also goes over Receipts' text recognition ability, allowing information to be pulled from your imports. You also discover how to create detailed reports and export your receipts, making the end-of-the-year chore of preparing for taxes much smoother.

The full tutorial covers:

  • Purchasing & First Run [00:00:45]
  • Importing Files [00:04:39]
  • Importing via Apple Mail [00:11:44]
  • Import from Share Extension [00:13:28]
  • Document Analysis [00:14:35]
  • Customising Tax Settings [00:22:26]
  • Reference Fields [00:24:02]
  • Reference Templates [00:25:21]
  • Sidebar and Dashboard Views [00:27:02]
  • Setting Properties from Text [00:30:31]
  • Journals [00:31:59]
  • Filtering Bar [00:33:35]
  • Editing Contacts and Categories [00:35:03]
  • SideList vs. Top View [00:35:54]
  • Print, Report and Export [00:36:28]
  • Searching [00:41:34]
  • Preferences [00:42:38]
  • Extensions [00:44:01]
  • Auto Import with Apple Mail [00:45:38]

App Store Links:

Receipts - App Store

Show Links:

Receipts - Setapp

Receipts - Developer Site

Video Tutorial Comments

(1 comments posted)

Kurt Werstein

Question: After taking some time with Receipts, I am noticing that if the OCR is not exactly correct, the 'Set selection as'... element (e.g. Contact) does not work exactly correctly. I plan to follow up with support of this application to find out if they have guidance.

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