Submitting a Call with Samples

Sample transactions can be submitted on sign save or save, instead of submit, and admins can generate sample receipts for audits and recordkeeping:

• Creating Sample Transactions on Save vs. Submit - Customers can decide whether Sample Transactions for sample disbursements are generated when submitting or when saving the call report
• Generating Printable Sample Receipts - Administrators can generate sample receipts for submitted call reports