From the receipts list, tap on “Capture Receipts”.
For iOS 9 and above, you will default to “Automatic” capture mode, with the flash turned on by default. Arrange the receipt edges on the screen so that the whole receipt is visible. Hover over the receipt, holding still, to give the camera time to snap the perfect receipt image for you. Avoid white surfaces so that the camera can detect the edges of the receipt.
The other camera capture mode is “Manual”. The flash will be automatically turned on by default. Use the crop bar and grid lines to eliminate the background of the receipt image and ensure the receipt is straight. Tap on the receipt to focus on the receipt’s text. Tap on the circular capture button at the bottom of the screen to capture your receipt image.
You must first set up a personal Receipts email address (ex. firstname.lastname@example.org). You can do so from the top of your receipts list, or, if you haven’t added any receipts yet, tap the button
“Add Email Receipts”.
Simply forward the receipts from your personal email inbox to your Receipts email address. Some retailers offer to email you a copy of your receipt. You can give your Receipts email
address to the cashier, and the receipt will directly be uploaded to your account. For merchants such as Uber or Lyft, you can set up your account to use your @myreceipts.us email address.
Your receipts will automatically feed in every time you ride.
If you ever forget your @myreceipts.us email address, you can find it at the top of the receipts list.
Yes. Receipts supports all receipts, irrespective of what you used to pay. You can even upload receipts for purchases paid by gift card or check. All your captured receipts will be visible in the Receipts section of GDWB Mobile Banking app.
For each receipt, you can add free-form notes about the purchase. You can use this to keep track of who was at the group meal that you expensed, or the name of the person for whom you bought a gift. You can even enter hashtags, just like with Twitter and Instagram. Any hashtags that you used previously will start to pre-fill as soon as you type ‘#’ in the Notes field so that you can use the same labels consistently.
Folders enable you to group related receipts together so that you can easily review them, and track the total spent for the group. For example, you may want to use folders to group
all the expenses for your “Business Trip to New York”. You can easily export the entire folder of receipts when you need to process your expense report.
From the receipts list, tap on the magnifying glass icon in your top-right corner. You can search by merchant, by the item name, by totals on the receipt, or even by the notes you
entered about the receipt.
You can filter through your search results to find the receipts you need. Just tap on the filter icon to the right of the search bar. This reveals a list of filters that you can set to only consider
receipts that meet certain criteria.
If you want to find receipts within a specific folder, go into the receipts list for that folder first, and then tap on the magnifying glass within that folder.
Yes. You are given the option to export your receipt images as .pdf(s), and key receipt information into .csv or .xls expense report formats. There are a few ways to export your receipt captures:
Your exported receipts can be tracked by clicking on the “Recent Exports” tab at the bottom of your receipts list.
First, export the receipts or folders you wish to share. Your exported receipts are listed in the “Recent Exports” tab at the bottom of your receipts list. When you tap on an exported file (on
the right side of the file in the list, below the date, there is a sharing icon), you will have the ability to share it using the standard iOS and Android sharing options.
Yes. The IRS will accept images of documents, such as receipts. This is as long as (1) they are an accurate reproduction with the intention of replacing the original paper document, (2) it gives the same information as the paper document, and (3) the important details of the document are not obscured.
According to the IRS, for any receipts used to support statements made on your tax return, you can destroy the paper receipt provided that the image you have taken of the receipt complies with the IRS Revenue Procedure 97-22, and includes all necessary information. Be sure to check the guidelines of the country in which you are filing taxes.
GDWB will hold on to your receipts for five years after you have submitted them. If you need to keep the digital records for longer, you can export the receipts from within the
GDWB’s Receipts service attempts to read and make sense of your receipts. A high-quality receipt capture makes a big difference. Here are some tips to help you snap the perfect receipt every time:
The Receipts system is continuously training to understand more than just the key receipt information of merchant name, date, and total. Receipts tries to understand the store information,
item details, subtotals, taxes and payment methods, and even reward and loyalty point balances. Whenever Receipts is confident that it can understand this level of information, it will transform
your receipt capture for more clarity in an enhanced receipt format. You can always swipe or tap back to view the original image of the receipt.
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