eCapture™ App Instructions

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eCapture™ App Instructions

To use the eCapture™ app, you must first download the app from the Apple Store for iPhones and iPads, or from the Google Play store for Android devices.

Once installed, the app will display with the following app icon:

 

eCaptureIcon-mh

 

 

Log into eCapture™

 

 

1.Log in to Sage eCapture™.
 
The following login box displays:
 
eCaptureinitiallogin-mh
 

2.Enter your email address.

3.Click eCaptureFindMyUserbutton-mh.
 
Note:  If you have multiple accounts, a dialog box similar to the following will display:
 
eCapturemultipleaccountsdialog-mh
 

4.Select Sage Intacct Paperless.

 

 

Vault and Document Type Selection

 

 

Once you are successfully logged in, the next page displays:

 

eCaptureCreditCardReceiptsinitiallogin-mh

 

 

1.In the Client field, use the dropdown to pick the Sage Intacct Paperless server to connect to.
 
Note:  Once selected, the client will default every time for the user until it is changed.
 

2.In the Vault field, select the vault where the documents will be submitted.
 
Note: Once selected, the vault will default every time for the user until it is changed.
 

3.In the Document Type field, use the dropdown. In this example, Credit Card Receipt

4.Click Begin.
 
The following page displays:
 
eCaptureCreditCardReceiptsinitialpage-mh
 

5.For the Credit Card field, click the magnifying glass icon to display a list of credit card type from which to select, or manually type in a credit card type.

6.For the Merchant Name field, click the magnifying glass icon to display a list of merchants from which to select, or manually type in a merchant's name.

7.For the Transaction Date field, keep the default which is the current date, or type in a different date if applicable.

8.For the Expense Category field, click the magnifying glass icon to display a list of expense categories from which to select.

9.For the Job Number field, click the magnifying glass icon to display a list of job numbers from which to select the appropriate job.

10. In the Job Extra field, enter an identifier such as a phase number.

11. For the Job Phase field, click the magnifying glass icon to display a list of job phases from which to select.
 
Note:  The fields that display are based on the configured indexes.
 

12. If appropriate, add a note in the Notes text field.

13. Click either TakePhotobutton-mh to take a photo or click PhotoGallerybutton-mh to attach the Photo Gallery to attach an existing image.

14. Click Submitbuttonshort-mh.