How to upload a receipt

SystemSystem Posts: 236 admin

imageHow to upload a receipt

How to Upload a Receipt

Take a picture of your receipt and upload it to your computer.
Click on Receipts tab on the left side of your screen.
Click on the Upload Receipt button and select your rec...

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edited December 31, 2018 in Help Center Discussion

Comments

  • Michael_LMichael_L Member Posts: 11

    Are you able to mark parts of the expense for different purposes? For example part of the receipt might be office supply and part might be cost of goods sold - can that be separated?

  • nichanafeynichanafey Member Posts: 5

    I cannot seem to allocate the Category to anything other than expense accounts. Many of my receipts are for Raw Materials, Plant and Equipment; how do I allocated those to the correct Asset accounts?

  • msamanoudy2msamanoudy2 Member Posts: 9

    Can i bundle multiple receipt in one transaction to be a support of an expense report??

  • JamieDJamieD Administrator Posts: 875 admin

    Hey @nichanafey ! As of right now, this is something that's not currently possible in Wave (only expense accounts can be associated with receipts). With that said, there is an ongoing conversation about this and I've added your comment to the discussion. I appreciate your patience on this, and hope to have more insight as to when this will be available in 2019.

    @msamanoudy2 There isn't a way to bulk multiple receipts into a single transaction in Wave -- you can add multiple bills to one transaction withdrawal, but not receipts for the time being.

  • HempInspectorHempInspector Member Posts: 4

    I need more information on the decisions involved at each step, e.g. View/Edit Details ...
    It seems that I may have a similar question as @nichanafey. I do have a receipt logged to my PP&E Computers account as a Deposit in the Category Owner Investment / Drawings. Please help me understand to which account I should consider it a withdrawal or deposit. Thanks!

  • Ryan_WRyan_W Administrator Posts: 461 admin

    @HempInspector since this is for an expense transaction (which is what I'm presuming, although if I'm missing something here don't hesitate to correct me!) it would be a withdrawal from whichever real-life bank/credit card account was used to pay for it, with the category being PP&E. Would you be able to possibly share a screenshot of the transaction so we could get a bit more context?

    Also, what exactly do you mean what you say you want more information about the decisions at each step? Do you mind expanding on that a little bit? Thanks!

  • HempInspectorHempInspector Member Posts: 4

    Yes, the reason I came to this thread, was to find guidance on settings and selections to use when uploading a receipt. I guess I expected some more detail on Step 6 Move (where? benefits or reasons to move?) or Step 7 Edit Details (what can be edited? effects of making that edit?).

  • CharlotteCharlotte Member Posts: 695 admin

    Hi @HempInspector thanks for your feedback! I think the reason why these instructions are brief and simple is because the actions in these steps are intuitive in context. You would likely know if you needed to use them, and would just continue otherwise. Move refers to moving the unverified between businesses if you have created multiple businesses in your account and uploaded the receipt to the business that didn't incur the expense. Edit Details is the step you would take if you need to adjust the information captured by the OCR or add additional information.

  • HempInspectorHempInspector Member Posts: 4

    Ok, yeah I had no concept of why I would want move it, so the directions would be better if that explanation were included.

  • atshannon1atshannon1 Member Posts: 9

    Is there no way to set the receipt category and other information (such as note) on the spot when capturing the image while still continuing with processing? Currently I believe entering any information stops processing?

  • JamieDJamieD Administrator Posts: 875 admin

    Hey @atshannon1. After a receipt has been uploaded, it should give you the option to enter in the specific details regarding the purchase (category, notes, payment account, etc) and then it will continue to process -- this should not delay or stop the image processing. If you could perhaps send screenshots with examples of exactly what happens when you are uploading the receipt, I would be happy to look into this a bit further for you.

  • atshannon1atshannon1 Member Posts: 9

    When I capture an image of a receipt, after the image is uploaded the receipt is placed in the 'processing' tab and a screen appears to fill in information. From my tests if any information is changed (I tested account, category, and note) the receipt is automatically moved to the review tab and it looks like the image OCR is then stopped. Happy to send grabs but I think the discription might be enough since this doesn't seem to be a bug?

  • alexlewiszarkosalexlewiszarkos Administrator Posts: 394 admin

    Hi @atshannon1 . I just tested this out myself and you're right about this so I'll pass this feedback on to the team. Currently though, your best solution would be to wait for your receipt to fully process before changing any of the information. This will still allow you to have all of your info added into Wave successfully with the receipt without the OCR skipping out on any info.

  • atshannon1atshannon1 Member Posts: 9

    Thanks much, I sure do hope this gets changed as my liklihood of checking back after a receipt is processed to input information is quite a bit lower than doing it right after I make a purchase.

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