Adding and attaching receipts

Adding and attaching receipts

Attaching receipts to transactions helps with record-keeping and tax compliance. Here's how:

Adding receipts

### Method 1: Attach to existing transaction

1. Go to Transactions

2. Click on a transaction

3. Click "Attach Receipt"

4. Upload the receipt image or PDF

5. Save

### Method 2: Upload standalone receipt

1. Go to Documents

2. Click "Upload Document"

3. Select "Receipt"

4. Upload the file

5. Link to a transaction (optional)

Receipt requirements

• **Format**: JPG, PNG, or PDF
• **Size**: Up to 10MB per file
• **Quality**: Clear and readable
• **Content**: Should show vendor, date, amount, items

Organizing receipts

• **Link to transactions**: Always link receipts to the related transaction
• **Name clearly**: Use descriptive names (e.g., "Office Supplies - Jan 2024")
• **Date correctly**: Make sure receipt dates match transaction dates
• **Keep originals**: Keep physical receipts as backup

Tips

• **Upload immediately**: Upload receipts as soon as you make purchases
• **Batch upload**: Upload multiple receipts at once
• **Use mobile**: Take photos with your phone and upload directly
• **Organize by month**: Group receipts by month for easier management

For compliance tasks

Some compliance tasks require evidence:

1. Go to Tasks

2. Click on a task requiring evidence

3. Attach the required document

4. Mark task as complete

Troubleshooting

**Q: Upload failed**

A: Check file size (max 10MB) and format (JPG, PNG, PDF).

**Q: Can't link receipt to transaction**

A: Make sure the receipt date and amount match the transaction.

**Q: Receipt is blurry**

A: Take a clear photo in good lighting. Ensure text is readable.

**Q: How many receipts can I upload?**

A: There's no limit, but check your plan for storage limits.