Verify or edit a receipt transaction

Review or edit a receipt transaction in your web browser

Edit a receipt transaction in the mobile app

Review or edit a receipt transaction in your web browser

1. On the left-side menu, click Receipts.

2. Under Recent Scans, click the receipt.

   To find more receipts, click View All. This opens the Transactions page filtered for transactions created from scanned receipts. Click the dropdown arrow to the right of the transaction you want to edit, then click Edit more details.

3. To review the original receipt's details, scroll down to the Receipt section.
4. You can edit the date, description, account, transaction type, amount, category, and split the transaction. You can also add sales tax, a customer, a vendor and notes.
5. To mark the receipt as reviewed, tap Review updates, then Mark as reviewed.
6. Click Save.

Edit a receipt transaction in the mobile app

1. On the bottom menu, tap Accounting > Receipts.
2. Tap the receipt.
3. You can edit the date, description, transaction type, account, amount and category. You can also add sales tax, a customer, and notes.
4. Tap Save.

Receipts can only be marked as reviewed in your web browser.