Snap a receipt
Photograph or upload a receipt and attach it to the bank line.
Walkthrough 1 of 3
Open Receipt Vault
Go to Receipts. Take photo uses the camera. Upload takes a JPG, PNG, or PDF. You can also drag a file onto the page.
Step 1
Open Receipt Vault
Go to Receipts. Take photo uses the camera. Upload takes a JPG, PNG, or PDF. You can also drag a file onto the page.
Step 2
Wait for the read
The receipt is read for the vendor and amount. If the read fails, upload a clearer photo.
Step 3
Match it to the bank
Attach it to the bank charge when that line is already in Transactions. If the charge has not synced yet, you can post from the receipt and it can merge when the bank line arrives.
Open this in your books after you sign in.