Single Mode

Single Mode allows you to process receipts individually.

To search for a receipt, enter the receipt number in the field provided and press Enter or click the button. Leading zeros are ignored, therefore entering "355" will return receipt "355" or "0355".

If found, the window now expands to display the receipt details.

If you are saving the receipt, click next to Matters to change the matters into which the receipt will be saved. This option will not be available if the Save button is not selected.

If you are emailing the receipt, click next to Email to change the recipients of the email. This option will not be available if the Email button is not selected.

To display the receipt items in a schedule rather than within the body of the receipt, turn on the Display items in schedule option.

The default options based on your settings are selected automatically within the Output Selection section. Select / deselect these options as required.

Hover your mouse over each of the output buttons to see details of where the receipt will be output to.

Click the button to display the processing history of this receipt. This button is hidden if the receipt has never been processed in KaiReceipts.

Click the button to preview a copy of the receipt.

Click the button to process the receipt. The label of this button changes depending on your selected options.

If you wish to print additional receipts, tick the Keep window open option, otherwise the KaiReceipts window will automatically close when the receipt has been successfully processed.

To edit the email address which the receipt will be sent to, click the Edit hyperlink. See Processing Receipts for more information on editing email addresses.

If you wish to switch to Batch Mode click the button.

Duplicate Receipt Numbers

Sometimes you may have multiple receipts with the same receipt number. This could be because you have different receipt series for different banks, or have old data which was imported when you originally installed Affinity.

If you enter a receipt number and multiple receipts are returned, the following dialogue will be displayed:

Choose the required receipt and click the Select button to continue.