The Receipt filter on the Transactions page allows you to filter for transactions that have a receipt attached or transactions that don’t have an attachment. Attached receipts are those scanned using the mobile app or in your web browser, forwarded via email, or uploaded by attaching a file to a transaction in a browser.
The receipts scan feature is only available on a subscription plan. Learn more about the receipts scan feature and pricing.
- On the left-side menu, click Accounting > Transactions.
- Click on the Filter button at the top right of the page.
- In the pop-up box that opens, click on the Receipt dropdown menu.
- Select From scan to view transactions created by scanning receipts.
- Select Any receipt attached to view all transactions that have a receipt attached.
- Select No receipts attached to view transactions without an attachment.
On the Transactions page, you will see a receipt icon beside every transaction that has a receipt attached. Click on the receipt icon to view the attached file. A purple dot on the icon indicates the receipt was scanned, and a yellow dot indicates a scanned receipt has missing transaction details.