Receipts, Expense Tags & Missing Receipt Reminders

Updated May 22, 2026

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Upload a receipt for a card purchase by text link or in the app, add expense tags, and send missing receipt reminders (Admins and Bookkeepers).

Upload a receipt for a card purchase

Method 1 — Text link: After a purchase, the cardholder receives a text with a receipt upload link. Click the link and snap a photo of the receipt.

Method 2 — In the app:

  1. Go to Accounts → Card.

    Expanded Accounts menu in the sidebar with Cash Account, Card Account selected, and External Accounts

  2. Find the transaction and tap it.

  3. Tap Upload Receipt and select a photo or file.

Add or edit expense tags

  1. Go to Accounts → Card and select a transaction.

    Expanded Accounts menu in the sidebar with Cash Account, Card Account selected, and External Accounts

  2. Tap Add Tag or the existing tag to edit it.

    Tags section of the transaction detail panel with an empty Add a tag field

  3. Create a new tag or select an existing one (e.g., "Project 12", "Materials", "Travel").

Tags section showing a Project 10 tag applied with a Changes saved confirmation

Tip: Tags carry over to QuickBooks Online automatically — use consistent tag names for clean reconciliation.

Send missing receipt reminders (Admins/Bookkeepers)

  1. Go to Accounts → Card.

    Expanded Accounts menu in the sidebar with Cash Account, Card Account selected, and External Accounts

  2. Click Missing Receipts to see all transactions without a receipt.

  3. Select the transactions and click Send Reminder.

  4. An email is sent to the cardholder prompting them to upload.