Thursday, September 19, 2024

How to Upload Receipts Using Receipt-AI?

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You can upload receipts to your Receipt-AI account using three methods:

1. SMS: Text a Receipt using SMS.

2. Email: Forward a Receipt using Email.

3. Website: Click (Upload) to Drag and Drop Receipts on the website.

1. SMS

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.

How to Upload Receipts Using Receipt-AI? Process of uploading a receipt photo to Receipt-AI via text message at 4:50 PM. The user has attached an image of a restaurant receipt and typed 'Lunch with Jason about the Q3 project' in the message box. Receipt-AI's contact name is displayed at the top.

How to Upload Receipts Using Receipt-AI? Screenshot of a text message conversation with Receipt-AI. The message includes a photo of a restaurant receipt and a memo in the text message body saying 'Lunch with Jason about the Q3 project.' The timestamp reads 4:51 PM. Receipt-AI's contact name is shown at the top.

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.

Adding a Memo via SMS

Include the memo in the text message along with the receipt photo.

What the receipt looks like in Receipt-AI after uploads:

How to Upload Receipts Using Receipt-AI? Receipt entry on Receipt-AI showing details of a transaction. The date is Sep 16, 2024, and the vendor is Lotus Banh Mi with a total amount of $44.11. A photo of the receipt is included, showing items purchased. Below the receipt image, there is a memo that reads 'Lunch with Jason about the Q3 project.

* 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.

2. Email

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.

Adding a Memo via 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.

3. Website Upload

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.

Adding a Memo via the Website

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.

Supported File Formats

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.