Receipts

Receipts

Upload and manage receipt images or PDFs. Use AI to fill in expense details, then approve receipts to create expenses.

This is separate from attaching a receipt file while editing an expense on the Expenses tab — see Expenses.

Where to find it

Finance → Receipts tab. A badge shows when receipts are waiting for approval.

What you can do

• Upload a receipt file (image or PDF)
• Run AI scan to fill in vendor, amount, and date (uses AI credits)
• Review and approve a receipt to create an expense
• Reject or delete incorrect uploads
• Bulk upload multiple receipts (Pro only)

Typical workflows

Upload and scan a receipt

1. Go to Finance → Receipts
2. Click Upload Receipt
3. Select a file
4. Optionally run AI Scan to fill in details (uses AI credits)
5. Review the details and save

Approve a receipt as an expense

1. Open a pending receipt
2. Confirm amount, date, and category
3. Click Approve — an expense is created and linked to the receipt

Bulk upload (Pro)

1. Go to Finance → Receipts
2. Use Bulk Upload to add many files at once
3. Process each receipt individually after upload

Notes

• AI receipt scan uses AI credits (check Settings → Subscription for your balance)
• Receipt files are stored securely for your workspace
• Pending approvals show a count badge on the Finance Receipts tab

FAQ

Can I attach a receipt to an expense I already created?

Yes — when creating or editing an expense under Finance → Expenses, you can attach a receipt file on the form.

Is bulk upload on Free?

No — bulk receipt upload is Pro only.

Related

• Expenses — expense list, categories, and Scan with AI from Expenses
• Settings & Customization — subscription and credits