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How do I upload a receipt? (Web App)

To submit a receipt in our web app, follow the step-by-step guide below.

2. Select Transactions in the navigation bar.

Transactions navigation screenshot

3. Select the transaction that you wish to upload a receipt for.

Select transaction screenshot

4. Within the pop-out window, you can either drag and drop a receipt or browse files on your device to upload.

Upload receipt pop-out window screenshot

5. Once you have selected the file you would like to upload, you can add a note and then submit the receipt. If you would like to change the image to upload, select Cancel or the back arrow.

Once you have uploaded the correct receipt, select Submit.

Submit receipt screenshot

6. Your receipt has now been uploaded, which is indicated by the green receipt icon.

To view the receipt, you can now select the transaction to see the receipt, expense category & any notes left about the transaction.

Receipt uploaded indicator screenshot

7. To review your receipt, you can click on the preview icon or the View Full Screen button below. There is also an option to Download the file onto your device.

Receipt preview and download options screenshot