Getting started 7: Receipts
Drop in a photo of a receipt and turn it into a bill or an expense.
Updated Nov 2, 2026
- Open Receipts, then the Receipts inbox tab.
- Drop receipt photos or PDFs on the page.
- Each receipt is read on your own computer. The total, tax, date and payee are filled in where they can be found. Check every field.
- Choose one: Record as expense, Make a bill (a draft bill), or Match to a bank line.
The receipt stays attached to the new entry. Nothing is sent to a cloud service.
Staff on the road can send expenses with a photo from their phone. See Getting started 8.
Next: Getting started 8, Add people and devices.