1. Accessing the Receipt Upload Feature
To start uploading a receipt:
Open the mobile app to the homepage
Locate the camera icon in the bottom-right corner
Tap the camera icon to begin the upload process
2. Choosing How to Upload a Receipt
After tapping the camera icon, select how to upload your receipt:
Scan a receipt or document
Upload from your photo library
Use flash if needed when taking a photo
Once selected, the app searches for the document and opens the camera or photo picker accordingly.
3. Capturing and Editing the Receipt
After capturing or selecting the receipt:
Review the image
Use the available editing options if needed
Tap Upload to proceed
4. Adding Receipt Details
After uploading the image:
Assign required details:
Job
Cost code
Class (if applicable)
Tap Continue
Select View details at the top to open the receipt
5. Completing Receipt Processing
While the receipt is processing, you can:
Tap Done to exit the screen
You will be sent a notification if more information is needed on the receipt.
When finished, the receipt appears in the list.
6. Sending the Receipt for Approval
To review the processed receipt:
Tap the receipt from the list
Review all available receipt details after processing
Scroll through the receipt to confirm accuracy
Once confirmed select Send for approval
Important: When reviewing receipt details, you can convert a receipt into a bill in the mobile app by tapping the three dots in the top-right corner and selecting Re-categorize as a bill.
7. Approving the Receipt
As the approver:
Review the receipt to confirm all details are accurate
Tap Approve to complete the process
Once approved, the receipt syncs to QuickBooks.
Receipt Workflow:
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