Attach receipts and export expense records
Attach a receipt to an expense, then download the files you need.
On this page
Have the receipt file and find the matching expense before adding a new record.
Step 1: Add a receipt with an expense
Open Accounting > Expenses and choose Add expense. Enter the expense details. Expand Notes and receipt, choose the file under Receipt, then select Save expense.
Step 2: Attach a receipt to an existing expense
Find the expense and choose Add receipt in its Receipt column. Choose the file in Attach receipt, then select Attach. For a row that already has a file, Attached opens Replace receipt.
Step 3: Download receipts in bulk
Set the Property and Date range filters in Expenses. Select Export, then choose Excel and available attachments (ZIP) under Format. Select Download and check the files in the ZIP.
Step 4: Download one receipt
For an editable expense, choose Edit, then Open beside Saved receipt. Use the file viewer or your browser to save the file. Close the expense form without saving if you only needed the receipt. If the file does not open, check the original attachment.
Receipt exports and reports
The Attachments Export report offers another way to collect receipt files. Check its dates and rental selection before downloading. Keep the expense report with the receipts when you need both amounts and supporting files.
Check the result
- The expense has a readable receipt, and the download covers the records you selected.
FAQs
How do I attach a receipt from an email?
Save the receipt from your email, then upload that file to the expense.
Why is a receipt missing from the download?
Check the expense filters and whether the original attachment opens. The ZIP includes available attachments; review any completeness information in the download.
Can I share the whole export?
Exports can contain private financial and renter information. Share only the records your recipient needs.