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How to Upload a Receipt in Sumung

You can upload a receipt image or PDF directly from the Receipts page and capture the key details - merchant, amount, and the account it should be categorized…

Steps

  1. Go to Pay & Expenses > Receipts.
  2. Click the blue Upload button in the top right.
  3. In the Upload receipt dialog, drag and drop your file into the Receipt File area, or click it to browse your computer. Accepted formats are PNG, JPG, and PDF, up to 10MB.
  4. Enter the Merchant name (required).
  5. Enter the Amount (required).
  6. Select a Chart of Account (required) from the dropdown - this is what the receipt will be categorized under.
  7. Optionally add a Description and Notes.
  8. Click Upload to save the receipt, or Cancel to discard it.

Good to Know

Related Articles

  • Required Fields When Uploading a Receipt
  • How to Link a Receipt to a Transaction
  • Categorizing a Receipt to a Chart of Account

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