How to add missing evidence to transactions?

All transactions that do not have a category and/or additional evidence added will have the information to 'Add receipt'.

How to check for uncategorized transactions or transactions without associated evidence:

1. From the Menu, click on Transactions.
2. Add the filter Missing receipt (where all transactions without evidences are listed).

Debit transactions (payments made)

| App

1. Select the corresponding transaction;
2. Categorize the transaction;
3. Click on Add receipt;
4. Here, you can either a) take a photo of the receipt, or b) select, from your phone, the relevant photo or file associated with that transaction.

| Desktop

1. Select the corresponding transaction and a pop up will open on the right side.
2. Categorize the transaction.
3. Click on Add proof or receipt.
4. Here, you can upload, from your computer, the relevant photo or file associated with that transaction.

Credit transactions (payments received)

| App

1. Select the corresponding transaction.
2. Categorize the transaction.
3. Click on Add receipt.
4. Here, you can either a) Link an invoice document, b) select a photo from the gallery, c) take a picture and d) attach a file.

| Desktop

1. Select the corresponding transaction.
2. Categorize the transaction.
3. Click on Add proof or receipt.
4. Here, you can upload, from your computer, the relevant photo or file associated with that transaction. It's also possible to link an invoice document.

What if I don't have an evidence to support a transaction?

If you don’t have supporting documents, marking the transaction as having 'no evidence' facilitates timely closing of your monthly books and prevents any complications and delays at the end of the fiscal year.

Receipt capture

The new Receipt Capture feature makes managing receipts easier than ever.

With just two clicks, you can upload receipts from your mobile device or desktop and store them all in a dedicated “Receipts” folder. You’ll have the flexibility to match receipts to transactions instantly or come back and do it later, plus the ability to seamlessly switch between devices as you need.

| APP

By uploading the receipt from the dashboard, using the "Upload Receipt" button, you can both:

1. Save for later, or
2. Match with a transaction immediately

General Questions

What file types are supported for receipt uploads?

Receipt Capture supports PDF, JPG, PNG, and JPEG files, with a maximum file size of 5 MB.

Where can I find my uploaded receipts?

Uploaded receipts are stored in the "Receipts" folder, accessible on both mobile and web apps via the main menu.

Can I upload multiple receipts at once?

Currently, receipts must be uploaded one at a time to ensure accurate organization and matching.

Upload & Storage

Is there a limit on how many receipts I can upload?

There is no limit—upload as many receipts as needed to match your transactions.

Transaction Matching

Can I match one receipt to multiple transactions?

Not yet, but this feature is planned for future updates.

What if I match a receipt to the wrong transaction?

You can easily unmatch and rematch receipts from within the "Receipts" folder.

Troubleshooting

My receipt failed to upload. What should I do?

Try the following:

1. Check your internet connection
2. Verify that the file meets size and format requirements
3. Re-attempt the upload
4. Contact support if the issue persists. Via app: Menu — Support.

The receipt image is blurry. How can I improve image quality?

For clearer images:

1. Ensure good lighting
2. Hold the camera steady
3. Capture the full receipt on a flat surface