Setting up

How does Receipt Importer work?

Receipt Importer is very simple to use:

  1. Select Receipt Importer from the Tools & Services tab on web, or from the More menu on mobile
  2. Choose ‘Browse Files’ and select the images of your receipts from your phone or PC. If you’re on web, you can use the ‘Drag & Drop’ feature to easily add the files you want to upload
  3. Once you’re done, Receipt Importer will match the receipts you’ve uploaded to your transactions
  4. You’ll see a summary of the matched receipts. You can also match receipts manually, for example if you’ve got a receipt that’s connected to more than one transaction
  5. Select ‘Confirm’ to save your receipts to their matched transactions

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