Thursday, September 19, 2024
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You can upload receipts to your Receipt-AI account using three methods:
1. Prepare the Receipt: Place the receipt on a flat surface with good lighting, ensuring it's fully visible. Hold your phone steady and take a clear photo.
2. Send the Photo: Text the photo to the Receipt-AI number.
Adding a memo like 'Lunch with Jason about the Q3 project' in your text message can help you remember the expense later.
Note:
- Only available for US and Canadian phone numbers.
- Up to 3 receipt photos per message, each photo should contain only one receipt.
- Supported image formats: JPEG, PNG, WEBP, HEIC and HEIF.
Use Email to upload your PDF files.
Include the memo in the text message along with the receipt photo.
* Made in the USA. Receipt-AI works with both Xero and QuickBooks. It offers a secure solution to store and upload receipts to your accounting software using SMS, Email, and Website upload.
1. Forward the Email: Forward your email receipt to the designated Receipt-AI email for uploads.
- With attachments: The system will prioritize and capture the attachments.
- Without attachments: A screenshot of the entire email will be taken.
Note:
- Up to 3 attachments per email.
- If an attachment is larger than 10MB, send it in a separate email.
Use the subject line of the email as the memo when forwarding the receipt.
Pro Tip: You can also take a screenshot of the email and upload it via SMS. All three methods—SMS, Email, and Website upload—are interchangeable for your convenience.
1. Click ( Upload):
2. Drag and Drop: Drag and drop your receipt photos into the upload area on the website.
- Up to 10 receipt photos per upload session.
- Refresh the page to upload more receipts.
Use the "Edit Receipt" feature to add a memo. This option is also available if you forgot to include a memo when uploading via SMS or Email.
Receipt-AI supports 39 languages.
Supported file formats are JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
By following the above steps, you can easily upload and manage your receipts through Receipt-AI.
JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF.
Note: PDF files can be uploaded via Email and Website upload. Please note that SMS uploads do not support PDF files.
Visit the article "What Languages does Receipt-AI Support for Receipt Extraction?" to learn more about this feature.
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