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How do I attach receipts to my bills and expenses?

To help keep track of your spending, you can attach receipts to your bills and expenses. This is helpful if you're required to save all receipts for your business-related bills and expenses, as well as for tax deductions. Uploaded receipts can be downloaded again anytime.

 

If you’d like to scan receipts while you’re on the go and review them later, use Receipt Scanning instead.

 

 

Attach Receipts to Bills

Use the below steps to attach JPEG, PNG or PDF receipts to your bills:

  1. Select the Expenses section
  2. Then select the Bills sub-section
  3. Next, select the bill you want to add a receipt for, or create a new one with the steps in How do bills work? here)
  4. Select the Edit button
  5. You can either drag the file to the receipt section in the top right corner of the bill, or select the select a file link
    Select a file link on Bill.
  6. If selecting a file, a pop-up appears asking you to choose a file - select one and then select Open
  7. A thumbnail preview of your receipt will appear in the corner, select it to preview it
  8. Select Save and your bill will now have a receipt attached to it.

 

Note: To delete the attached receipt image, hover over the receipt and select the Delete Image link

 

Attach Receipts to Expenses

There are three ways to attach a JPEG, PNG or PDF receipt to your expense:

 

Quick Expense

  • In the Expenses section, hover over an expense and select the paperclip icon and then select the file, a confirmation will appear once it's finished uploading
    Expense with mouse hovering over it to show quick actions, attach receipt is selected.

  • In the Expenses section, hover over an expense and select the pencil icon, then select the attach receipt link, choose your file, and then select the checkmark button to save
    Expense with mouse hovering over it to show quick actions, edit is selected.

 

Advanced Expense Settings 

Attach a receipt while editing other parts of the expense with these steps:

  1. Select the Expenses section
  2. Then select the expense you want to add a receipt for, or create a new expense with the steps in How do I create an expense? here
  3. Next, select the Edit button
  4. You can either drag the file to the receipt section in the top right corner of the expense, or select the select a file link
    Select a file link on Expense.
  5. If selecting a file, a pop-up appears asking you to choose a file - select one and then select Open
  6. A thumbnail preview of your receipt will appear in the corner, select it to preview it
  7. Select Save and your expense will now have a receipt attached to it.

 

Notes:

  • To rebill the expense and the receipt image onto an invoice, review How do I rebill an expense? here
  • To delete the attached receipt image, use the Advanced Expense Settings steps above, hover over the receipt and select the Delete Image link

 

Bulk Download Receipts

Download all receipts that you've uploaded for any time period using the below steps: 

  1. Go to the Expenses section
  2. Select More Actions
  3. Then select Export Expense Receipts
  4. For the Date Range, choose from This Month, This Year, Last Year, This Quarter, Last Quarter, or Custom
  5. Then select Generate File
  6. The file will start generating, when it is complete, select the Download here link to download the zipped folder. Each file in the zipped folder is named as Date-Amount-Category-Merchant-ExpenseID-FileType. Download here link next to request for bulk receipt export.

 

FAQs

Why can’t I upload my receipts?

There are several reasons this might be happening:

  • Try to upload the file again, in case the issue was a temporary one
  • The file size is more than 2 MB
  • Try using a different web browser
  • Try uploading the receipt while in incognito or private browsing mode

If either of these last two options work for you, the problem was likely caused by a browser add-on or extension. You can deactivate it and check again if it works.

If the previous options don’t work, the image/PDF file might be corrupted or have non-standard formatting applied to it.

Open the image or PDF on your computer, then choose Save As, normally found under the File menu, and save it somewhere else on your computer. Then try to upload the newly saved file.

Why can’t I preview some of my receipts?

Certain file types, like PDFs, require you to download it before you can view it. 

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