How to upload receipts to Wave

Wave lets you upload receipts, and attach them to transactions. This article walks you through the steps to attach a receipt to a transaction, whether you have an existing transaction for it, or not.

You can enter transactions in Wave by connecting a bank account, uploading a statement, using Wave connect, or by manually creating transactions.

To attach receipts to transactions, you can log in to your Wave account from a computer or a mobile device. If you want to take an image of the receipt and immediately attach it to a transaction, use a mobile device instead.

How to upload and attach a receipt to a transaction

How to upload and attach a receipt from a mobile device

How to use filters to find transactions that have a receipt attached

How to upload and attach a receipt to a transaction

You should have the receipt file saved to your device before following these steps. This file can be in any of these formats: JPG, JPEG, GIF, TIFF, TIF, BMP, PNG, PDF, or HEIC.

  1. Click Accounting on the left navigation menu, then select Transactions.
  2. Locate the transaction you want to attach the receipt to, and click on the small dropdown arrow to the right.
  3. Select Upload receipt from the menu.
  4. From the file browser, select the receipt file saved to your device.

Once the file is uploaded successfully, you will see a confirmation at the bottom of the screen.

If you don’t have an existing transaction for the receipt you want to upload, you will first need to create a new transaction before you can follow the steps described above. To create a new transaction, click the Add Expense button on the top right of the Transactions page.


How to upload and attach a receipt from a mobile device

  1. Log in to your Wave account using the web browser on your mobile device.
  2. Click Accounting on the left navigation menu, then select Transactions.
    a. Locate the expense transaction associated with the receipt, and click it to open the transaction detail view.
                                                                                OR
    b. Click Add Expense on the top right to create a new transaction, and fill in the relevant details like description, account, and amount. Click Save, then click on the transaction again to open the transaction detail view.
  3. Click the Receipt tab at the top of the page.
  4. Click the Upload receipt button, and select the option to use the camera app on your device to take a picture of your receipt.

    If you have the receipt already saved to your device, select the option on your phone to choose from the available saved images or files.

  5. Click Save.

If you choose to manually create a new transaction to attach a receipt before the same expense transaction is imported into Wave (through a bank connection, statement upload, or Wave Connect), this will create a duplicate. While reconciling your account, check to ensure that the transactions were Automerged. If not, to merge the two transactions, click on the checkbox to the left of each transaction, and select the Merge button at the top of the Transactions page.

How to use filters to find transactions that have a receipt attached

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.

  1. Click Accounting on the left navigation menu, then select Transactions.
  2. Click on the Filter button at the top right of the page.
  3. In the modal that opens, click on the Receipt option and select Attached to view transactions that have receipts attached, or select None to view transactions without an attachment.

On the Transactions page, you will also see an attachment icon beside every transaction that has an attachment. This helps you quickly identify if you attached a receipt to a transaction. To view the attached file, click on the small dropdown arrow to the right of the transaction that has an attachment, and select View Receipt from the menu.