Adding Receipts

Adding Receipts

Receipts can be added to the Files & Receipt screen and these receipts will be ready to add to a claim anytime they are needed.

To upload a receipt navigate to Receipts on the dashboard and click Available receipts.

Add/Remove Receipts

On this screen you can upload pictures of receipts by clicking the blue Upload button.

Receipt Stash Entry screen

To get started click Select files then select the picture of the receipt and click Upload selected files. You can upload as many receipts as you like in this view.

Once the desired number of receipts have been uploaded, a window will appear on which you can edit the details of the receipt, you can add the date, the category, the amount, the country of purchase, a description and edit the coding.

To edit receipt information, click the pencil button on the receipt after it has been uploaded.

To add the receipt to a claim from this window click the + button next on the receipt.

To delete the receipt click the Bin icon.

Enter receipt information

Back to Creating a new claim Overview

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