Receipt Wallet

The Receipt Wallet allows you to digitally store and manage receipts associated with your expenses. When you incur business-related expenses, you can use the ExpensePoint mobile app camera to capture or upload images of your paper receipts. These digital receipts are then stored in the Receipt Wallet within your ExpensePoint account. 

To access the Receipt Wallet, select the Expense Manager module from the top menu of your screen. 

From the navigation menu, go to the Entry Tasks section and click on Receipt Wallet. 

This will open the Receipt Wallet window, displaying a list of your stored receipts. 

Within the Receipt Wallet, you have the following action options: 

• Upload new receipts.

• Edit existing receipts.

• Delete unwanted receipts.

• Download copies.

• Re-Read receipt data.

• View Trash 

• Verify Matches.

• View linked email addresses. 

• Search your receipts.

• Add Receipt to Expense Report.

If your Receipt Wallet is empty, you can upload receipts following the instructions in this article.

If there are receipts in the Receipt Wallet, a number in parentheses will appear next to the Receipt Wallet menu option indicating how many receipts you have stored in the wallet.

To view the details of any of the receipts in the list, double click on it, and a closer view of the receipt will open for your review.   

Click anywhere outside the receipt to close it. 

The receipt storage within your Receipt Wallet is designed to streamline your workflow. Receipts are not intended to remain in the wallet indefinitely; instead, they can be effortlessly moved from the wallet and linked to your expenses. This simplifies the process of creating expense reports, making it efficient and straightforward. 

For mobile instructions, please refer to this article.