How do I add a receipt to a transaction?

Adding a receipt to a transaction is very simple. You can add receipts in three different ways:

• Take a picture of a receipt;
• Select an existing image from your photo gallery; or
• Attach a PDF document.

Follow the steps below to add a receipt to your transaction:

Option 1 – Take a picture of a receipt

1. Find the transaction you want to add a receipt to.
2. Tap on the transaction.
3. The detailed view of the transaction will open.
4. Now, tap on the purple “📎 Attach receipt” tab
5. An attach receipt selector will appear from the bottom of the screen.
6. Select the “Take a photo” option
7. Your smartphones camera will start.
8. Take a picture of your receipt and then click ok.
9. You can resize your picture on the next screen. Once you are happy with the image, tap the ✔ in the top right corner.
10. You will be taken back to the detailed view of your transaction and your receipt will be visible under the “📎 Attach receipt” tab
11. You can add another receipt by tapping the ➕ button or you can exit the transaction by tapping the ⬅ arrow on the top left corner of the screen.

Option 2 – Select a picture from your photo gallery

1. Find the transaction you want to add a receipt to.
2. Tap on the transaction.
3. The detailed view of the transaction will open.
4. Now, tap on the purple “📎 Attach receipt” tab
5. An attach receipt selector will appear from the bottom of the screen.
6. Tap the “Select from gallery” option
7. Your smartphones photo gallery will open.
8. Select the picture you want to upload.
9. Click the green Complete button in the top right corner.
10. You can resize your picture on the next screen. Once you are happy with the image, tap the ✔ in the top right corner.
11. On the next page click the attach receipt button.
12. You will be taken back to the detailed view of your transaction and your receipt will be visible under the “📎 Attach receipt” tab
13. You can add another receipt by tapping the ➕ button or you can exit the transaction by tapping the ⬅ arrow on the top left corner of the screen.

Option 3 – Attach a PDF file

1. Find the transaction you want to add a receipt to.
2. Tap on the transaction.
3. The detailed view of the transaction will open.
4. Now, tap on the purple “📎 Attach receipt” tab
5. An attach receipt selector will appear from the bottom of the screen.
6. Select the “A PDF file” option
7. Your document library will open.
8. Tap on the file you want to attach.
9. You will now be shown a preview of the receipt.
10. If you’re happy with the file, tap the purple “Attach receipt” button.
11. You will be taken back to the detailed view of your transaction and your receipt will be visible under the “📎 Attach receipt” tab
12. You can add another receipt by tapping the ➕ button or you can exit the transaction by tapping the ⬅ arrow on the top left corner of the screen.

Note:

You can add multiple types of receipt to a single transaction, e.g. you can add a picture and PDF.

To view the receipt after attaching it to the transaction, just tap the image of the receipt.

Once you’ve added a receipt and go back to your transaction history, a paper clip 📎 icon will appear on the transaction card.

If you face any issues attaching a receipt to a transaction, please reach out to us by emailing us at support@xpence.com.