Receipts back up spending that a statement line cannot explain on its own. Use the receipt upload for those.
- Open Documents and choose Receipts.
- Select your company if you have more than one.
- Click to select your receipt files.
- Enter the vendor and the amount in USD. Both are required.
- Choose a category and add notes if they help, then upload.
Keep the vendor name the way it appears on your statement. That makes it easier to match the receipt to the right transaction.
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