For each receipt, you can add free-form notes about the purchase. You can use these notes to keep track of who was at the group meal that you expensed or the name of the person for whom you bought a gift. You can even enter hashtags, just like with Twitter and Instagram, to assign labels […]
No. Although folders help to keep your receipts organized and save you time down the line, it’s entirely up to you if you want to use them. You may find that they’re only helpful for organizing certain types of receipts and not others. In any case, adding receipts to folders is your choice.
Folders enable you to group related receipts together so that you can easily view them. For example, you may want to use folders to group all of the receipts for your “Business Trip to New York,” – so that you can easily export them when you need to submit your expenses for that trip, or […]
Once the service has populated your receipts for you, tap on the filter icon to the right of the search bar. This will reveal a list of filters that you can set, like a date range, so that only receipts that match that criteria will remain in your search results. If you want to find […]
Tap on the magnifying glass icon in the top-right corner of your receipt list. A search bar will appear. Similar to a search engine, once you type a word and press “search” on your keyboard, the service will populate all receipts that match your search. To make your receipts easier to find, we’ve made the […]
I am getting a duplicate warning, but my receipts are not really duplicates of each other. What can I do?
When you capture two receipts with the same key information of merchant, date, time, and total, we will recognize these as duplicates of one another. Occasionally, you may really have two identical transactions and you want to keep both. This would most likely happen when there isn’t a time posted on the receipt. In that […]