BaoXianFlow
MenuPilot Agent

Receipts

Receipt and proof-of-payment review

Sub-agents or agents can enter receipt metadata for group review. Do not upload real customer receipt images here; record references only.

This area shows pilot reference records.

No payment, transfer, DuitNow, FPX, card, or bank action is performed.

Document scanning is not active. Enter details manually.

Do not upload real customer NRIC, receipts, signatures, or bank details.

My ReceiptsShowing your own PA & Travel records.

What to do next

Review payment proof, link it to a policy, then check the commission payout. Receipts start the money trail; commissions calculate payouts; vouchers summarise sub-agent payments.

Manual Receipt Metadata Entry

OCR auto-fill coming later

For now, enter receipt details manually. No OCR automation, cloud storage, or real receipt storage is implemented.

PreviewChanges are not saved in this preview.

Review workflow

Uploaded
Pending Review
Approved
Rejected
Needs Clarification
Paid to Subagent

Receipt Records

Metadata only.

Receipt IDClientPolicy / VehicleInsurerClassPremiumPayment DateUploaded ByReceipt StatusCommissionAmount To SubagentLinked Commission / VoucherReview StatusPayment To SubagentNotes
R001Filtrade Auto Parts SupplyFIRE-2026-0091LONPACFIRERM2,510.0027 Jun 2026SUB103
Mok Wai Kit
Pending ReviewRM251.00RM175.70-Pending Review-Manual metadata entry only.
R002Daniel Lee Wei HanTRV-MSIG-001MSIGTRAVELRM510.0028 Jun 2026MOK001
Mok
ApprovedRM76.50RM0.00-Approved29 Jun 2026-
R003Bright Auto Parts Sdn BhdVJE6946ETIQA TAKAFULMOTORRM3,210.9029 Jun 2026SUB101
Fong Yik Cheat
Needs ClarificationRM290.41RM203.29Needs Clarification-Waiting for bank-in reference.