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How do I upload and delete receipts in Spend Center?

View an overview of adding receipts to transactions or removing receipts from transactions via your mobile app and the web app.

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Written by Spend Center
Updated over a month ago

If you need to attach a receipt to a transaction, you can upload a receipt from your web browser or the Spend Center mobile app. You can also delete attached receipts from transactions.


Jump to:


Upload receipt from the mobile app

Add receipt from transaction

  1. In the Spend Center Navigation Bar, tap the Transactions icon

    • Note: If the Transactions icon is not in your Navigation bar, tap More and then select Transactions

  2. Tap the transaction you want to open

  3. Tap the Add a receipt button

  4. Select the option you want to use to add the receipt

    • To take a new photo of the receipt, select Take photo

    • To select a photo from your device, select Choose from Photo Library

    • To select a file from your device, select the Choose from Files

  5. View the receipt attached to the transaction


Use a file or image from your device

Apple (iOS)

  1. Tap the receipt or image

  2. Tap the Share icon

  3. Swipe through the app icons until you find the Spend Center app

  4. Select the transaction the receipt belongs to, then tap the Add Receipt button

Android

Images

  1. Tap the receipt or image

  2. At the bottom left, tap the Share icon

  3. Select the Spend Center app

  4. Select the transaction the receipt belongs to, then tap the Add receipt option

PDFs

  1. Tap the PDF or attachment

  2. Tap the Options icon

  3. Select the Send File or Share option

  4. Select the Spend Center app

  5. Select the transaction the receipt belongs to

  6. Tap the Add receipt button


Delete receipt from the mobile app

  1. In the Navigation bar, tap Transactions

    • Note: If the Transactions icon is not in your Navigation bar, tap More and then select Transactions

  2. Select the transaction that has the attached receipt

  3. Find the Receipt section

  4. Tap on the image of the receipt you want to delete

  5. Tap the Options (three dots) icon

  6. Tap Delete file


Upload receipt from a web browser

From a web browser, you can upload receipts by selecting a file on your computer or using drag and drop.

Select file

  1. In the Navigation Menu, select the Transactions link

  2. Select the transaction where you want to attach the receipt

  3. In the Transaction Details sidebar, select the Add icon

    • Note: Depending on settings for the transactions, the Receipts sections may be found in the Required Fields or Optional Fields section.

  4. Select the receipt file you want to upload

Drag and drop

  1. Download your PDF or image receipt

  2. In Spend Center, select the Transactions link

  3. Select the transaction where you want to attach the receipt

  4. Drag and drop the image or PDF file into the Transaction Details sidebar


Delete receipt from a web browser

  1. In the Navigation Menu, select Transactions

  2. Select the transaction that has the attached receipt

  3. Locate the Receipt section

  4. Select the image of the receipt you want to delete

  5. Select the Delete (trash bin) at the bottom of the receipt image


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