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Receipt Wallet

The Receipt Wallet is a digital storage space for all your receipts related to your expenses. These receipts will be submitted as part of your Expense Reports. A helpful habit is to take a picture of your receipt immediately after making a purchase.

 

What the Receipt Wallet Stores

The Receipt Wallet saves important details such as:

  • When the purchase was made

  • Where the purchase occurred

  • The amount spent

  • Descriptions related to the expenses

 

Using the Receipt Wallet

  1. Open the Receipt Wallet Module
    From the bottom navigation menu, tap on the Expense tab, then select Receipt Wallet.
    Receipt Wallet module from the Expense tab

  2. Receipt Wallet Screen
    The Receipt Wallet screen will open, displaying your receipts.  
        Receipt Wallet with no receipts        Receipt Wallet with receipts

  3. Add Receipts
    If you do not have any receipts stored yet, the list will be empty. You can add receipts by tapping the Take a Picture icon or the Camera icon in the upper right corner of the screen.
    Camera icons in the Receipt Wallet
    This will enable the Camera feature to capture a picture of your receipt.
    Learn more about Scanning Receipts in this article
    Once a receipt is captured, it will be added to your Receipt Wallet and appear in the list.

  4. Searching Your Receipts
    You can search for specific receipts by typing keywords into the search bar located at the top of the Receipt Wallet screen.

    Receipt Wallet window with search function

 

For web browser or desktop application instructions, please refer to this article.