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Receipt Upload from Buildertrend App for Apple

 

​1. Open the Buildertrend app and log in to your account.

 

2. Click on More (hamburger icon) from the menu at the bottom right of the home screen.​​​​​​​​​​​​​​​​​​​​

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​​​​​​​​​​​​​​​​​​​​​​3. Click on Photos under Files.
 

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​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​4. You will be asked to Selected a job if one is not already selected.

5. If you are in a job and want to choose another job, click the Photos button at the top. A list of jobs will pop up, choose a job. (You will see the current job you are on under Photos.)

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6. ​​​​​​​​Select the Receipt Upload folder.
 

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7. Click on the + sign at the top right of the screen.
 

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8. ​If taking a new photo, select Take a Photo. Take a photo and choose Retake or Use Photo.

9. If choosing a photo from your phone, click on the Choose Photos button. Select desire photo.

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​10. Turn on Notify Users. (Very important! This lets accounting know a new receipt has been uploaded) And then choose Upload in the upper right-hand corner.
 

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11. Add Notification Comments, as needed. Click Save in the upper right-hand corner.
 

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