For tax purposes, you’ll need to provide receipts for all business transactions over $75.
Saving these receipts within your inDinero dashboard will not only ensure you can always call up a copy of your receipts, but will help reconcile and organize your books each month.
Upload an individual receipt directly to its corresponding transaction
While in the Transaction tab, hover over the right side of an individual transaction until you see a paper clip, then click it.
Attach the receipt from your hard drive.
Upload multiple receipts
Note: These receipts will not automatically attach to their corresponding transactions.
Navigate to the receipts tab in your dashboard and click New Receipt. A pop-up will allow you to upload multiple receipts from your computer.
Next, click the receipt and fill out the information on the left side of the pop-up.
Traveling or just don’t have access to your computer right now?
Your service team can upload your receipts for you—just email them to firstname.lastname@example.org.
Please note that this can result in delays so you are generally better served uploading them directly.