In this article, you'll learn your way around the Receipts page: what the list shows, how to find a receipt, and how to fix anything the scan read wrong. Every receipt your team snaps ends up here, so it pays to know it before tax time.

Receipts is switched on for every account from day one, on the free plan and the paid plans alike. There's nothing to set up.

To open your receipts:

In the menu, click Receipts.

On the phone app, open the menu and tap Receipts, or tap the Receipts shortcut on your home screen if it's there.

Note: If someone has switched Receipts off, it drops out of the menu. To bring it back, click Features in the menu, find the Receipts card under Money & books, and click its switch. The card shows Active and the CRM takes you straight to the Receipts page.

The Receipts page with the list of saved receipts

What the list shows

The top of the page is the capture card, with Take Receipt Photo and Upload from Gallery. On a phone those are two icon tiles, a camera and a gallery. Below it is the list, one receipt per row. Each row shows:

The purchase date
The merchant, followed by any expense details typed in when it was saved
A category picker (desktop only)
Who snapped it, on a wide screen
The amount

A receipt paid from something other than the business account carries an Other · to record tag until it's been entered in the books, then Other · recorded. An older receipt that recorded how it was paid shows that method instead, like Venmo.

Above the list, at the right, you'll see how many receipts are showing and what they add up to, like "42 receipts · $3,180.55". Both follow your search and filter, so they always add up what's on screen.

Nothing saved yet? The page shows a preview of how the list will look, and the line "No receipts yet — snap the first one."

Note: Receipts are kept permanently. Once one is saved, it can't be deleted.

Receipts still being read

Right after a receipt is saved, the CRM reads the merchant, date, amount and category from the photo. While that's happening the row says processing…, and the list updates by itself when the read finishes. If the read fails, the row says needs review with a retry link next to it. Click retry to have it read again. The photo is already saved, so nothing is lost.

Searching and sorting

Type in the Search merchant, category, amount… box to narrow the list. It matches the merchant, category, amount, date, merchant address and expense details.

Next to the search box, Sort by has three buttons:

Date shows the newest receipts first.
Merchant groups receipts under each merchant's name, A to Z. A receipt with no merchant yet sits under Unknown merchant.
Category groups receipts under each category, A to Z, with Uncategorized Expense for anything the scan couldn't place.

Each group header shows how many receipts are in it. Click the button that's already selected to flip the direction. The arrow on the button shows which way it's sorted. Inside each group, the newest receipt always comes first.

Sorting receipts by merchant, then flipping the order

Tip: If some receipts were paid with a personal card or cash, an Other accounts button shows up next to the sort buttons, with a count of how many still need a bookkeeping entry. Click it to see just those, and click it again to see everything. There's more in Recording expenses paid from personal accounts.

Changing a receipt's category

On a desktop, each row has a category picker right in it, filled with your expense categories. Choose a different one and it saves straight away. A receipt the scan couldn't place shows Uncategorized in a yellow box. The picker isn't shown while you're sorted by Category, so switch to Date or Merchant first if you need it.

Opening a receipt

On a desktop, click any row and a viewer slides open between the search bar and the list. It shows the photo with the receipt's details along the top. Click the same row again to close it.

To fix what the scan read:

Click the receipt in the list.
Click into Merchant, the purchase date or Amount and type the right value.
Click away from the field or press Enter. It saves on its own and shows saved ✓.

Paid from is in the viewer too. It's set to Business account unless the receipt was paid some other way. Change it to Other and it saves at once, and a Needs a bookkeeping entry box appears. Tick it once the expense has been entered in the books by hand, and it reads Recorded in bookkeeping.

To get around in the viewer:

Enlarge opens the photo full screen. You can also click the photo itself. Click anywhere, or the ✕, to close it.
‹ and › step to the previous or next receipt, with a counter between them showing where you are. The left and right arrow keys do the same when you're not typing in a field.
✕ closes the viewer. So does Esc.

Opening a receipt and stepping through the list

On a phone

The phone app, and the web page on a phone, have the same list, search box and Sort by buttons. Pull down on the list to refresh it. Tapping a receipt opens a sheet that slides up, titled with the merchant's name, with the photo on top and Merchant, Purchase date and Amount below it. Under those sit the Paid from pills. Choosing Other shows a switch that reads Needs a bookkeeping entry until you turn it on, then Recorded in bookkeeping. Changes in the sheet don't save on their own. Tap Save when you're done, or Close to leave it as it was.

In the app, tap the photo to open it full screen. The category shows in the sheet, but you can't change it on a phone. Use a desktop for that.

Receipts overview