How do I save receipts and use them for my costs?
Receipts are part of My Business, on Pro.
Keep a copy of every receipt
In the mobile app, open the Receipts tab and add a receipt or an invoice.
- Take photo uses your camera.
- Upload picks a photo from your library.
- File picks a PDF or an image from your files.
Plug Seller keeps the original and reads the store, the date, the invoice number, the totals and each line. A photo can be up to 12 MB. A PDF can be up to 20 MB, and its first 5 pages are read.
Your receipts also show on the web in Business > Receipts. There you can search by store, open the image or the PDF, and delete a receipt. Export CSV downloads them all, one row per line.
Use a receipt for your costs
Scan a receipt to fill in what you paid.
- On the web, go to Business > Receipts, press Scan receipt and upload a clear photo.
- In the app, go to Business > Stock > Set costs and choose Scan a receipt.
Check the lines you want and correct any cost. A line marked matched was found in your inventory, and new item means it wasn't. Then press one of these.
- Apply costs sets the buy cost on the matched items in your inventory.
- Record as purchase records the checked lines as one purchase and adds them to your inventory.
A receipt scanned this way isn't kept with your receipts. To keep a copy, add it in the app's Receipts tab too.
Receipts never become expenses. Add those in Expenses.