Uploading your receipt for accounting purposes


Once you've snapped a photo of, processed, and reviewed your receipt, the final step is to upload it to your Wave account so that your books are all in order. This article will explain what that me...
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It's a beautiful system
I've much to learn but this is doable compared to my old ways.10:46PM
cjbirch80
I've asked for them to include transaction total sorting ascending or descending. That way despite date differences...and different names... you can find duplicates(bill or receipt or errors) simply by their dollar amounts being identical. merge or delete at will.10:51PM
Perfect workflow @cjbirch80 ! We're looking to streamline this with the ability to attach items directly to transactions as well.
I am new to Wave and find receipt and transaction sections confusing. It seems like a 2 step process when in quickbooks its one step. I can not add receipts directly to an asset account. The 2 sections have different accounts associated with the same receipt.
@greenwave Ah! The Receipts uploader is connected to the Transactions page. When you upload a receipt through Purchases > Receipts, you can choose which account the Receipt posts to and you will see the corresponding transaction in your Transactions page. Does that help clarify things?
Hey @greenwave . You can post a receipt to a Cash & Bank account listed under Assets. Where specifically are you trying to post the receipt to?
hey @Coolshakti . Can you give me some more info on exactly what you're having trouble with? Are you receiving error messages?
Screenshots would be good too!
where do you click to upload a receipt once you are in the app?
Hey @MicheleM! There is a camera icon you can click in the receipts app to take a photo of the receipt and upload it! Once you have captured the receipt image you can click into the receipt, enter the data and then click 'post to accounting'. This Wave guide on Wave Receipts for iOS/Android has some great details!
Thanks, I got that, but was trying to upload digital receipts saved on my laptop