How to Add a Receipt

Modified on Tue, 10 Aug 2021 at 06:37 PM

Navigate to the 'Transactions' tab


A receipt will show on the left side if already attached or it can be uploaded through drag/drop or clicking the blue button.

Please Note: Receipts can also be uploaded from the mobile app for convenience.

The receipt email address is listed here for reference. Attachments will show up in Unmatched Receipts

Unmatched Receipts

Click into a receipt to assign it to a transaction. Search on the right for the merchant or amount to quickly find the matching transaction.

As an admin, you can request a new receipt - an email will be sent to the user who made the transaction

 

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