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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 are required to save all receipts for your business-related Bills and Expenses, as well as tax deductions, and 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. Go to the Expenses section
  2. Click on the Bills sub-section
  3. Then click on the Bill you want to add a receipt for (or create a new one with the steps here)
  4. Click on the Edit button
  5. You can either drag the file to the receipt section (top right corner of Bill), or click on 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 click on Open
  7. You will now see a thumbnail preview of your receipt in the corner. You can click on it to preview it
  8. Click Save and your Bill will now have a receipt attached to it.
 

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 click on the paperclip icon (attach receipt) and 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 click on the pencil icon (edit), then click on the attach receipt link and choose your file, click the checkmark button to save
    Expense with mouse hovering over it to show quick actions, edit is selected.
 
Advanced Expense Settings 
The below steps are useful if you need to edit other parts of the Expense as well:
  1. Go to the Expenses section
  2. Click on the Expense you want to add a receipt for (or create a new one with the steps here)
  3. Click on the Edit button
  4. You can either drag the file to the receipt section (top right corner of Expense), or click on 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 click on Open
  6. You will now see a thumbnail preview of your receipt in the corner. You can click on it to preview it
  7. Click Save and your Expense will now have a receipt attached to it.
If you'd like to rebill the expense and the receipt image onto an invoice, check out the steps here.
 

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. Click on More Actions
  3. Select Export Expense Receipts
  4. Choose a Date Range (This Month, This Year, Last Year, This Quarter, Last Quarter, or Custom)
  5. Then click on Generate File
  6. The file will start generating, when it is complete, click on 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/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 disable it and see 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. Now 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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