Uploading your receipt for accounting purposes

Once you've snapped a photo of, processed, and reviewed your receipt, the final step is to upload it to your Wave account so that your books are all in order. This article will explain what that means, and how it looks in your app.

Please note that if you don't already have a Wave account, you will need to create one before signing in on the mobile app. You can sign up here.

When you take or upload a photo of a receipt into Wave, it will move through three stages. During stage two, you will review the details of your receipt and when you're sure all is correct and you're ready to finalize this receipt, you can select Post to Accounting to proceed. 

A Ready receipt will have populated the Merchant, Date, Total, Currency, and Business for your receipt. Receipts will default to your business's currency, but you can always edit this information, and add any additional information such as the appropriate expense account, your payment method, or notes. 

Once you've verified that all the information is correct for this receipt and you have selected Post to Accounting, your receipt will be uploaded to your Wave account and recorded on your books as an expense transaction.

Done receipt will include all of the details entered during the Ready stage, but these details are now read-only and can only be viewed or deleted. This receipt has successfully uploaded to your Wave account for accounting and bookkeeping. 

Once you've finished, you can log in to your Wave account and navigate to Accounting > Transactions to confirm that your receipt has posted and is included in your transaction record. If you click on the transaction details, you will see that this transaction was uploaded through the Receipt App, and that the receipt image is attached to the transaction.

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