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.

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.

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.

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.

How to Upload Receipts Using Receipt-AI? Screenshot of an email being sent to Receipt-AI. The subject line reads 'Coffee with Ian about product development,' and a photo of a receipt from Jackalope Coffee & Tea House is attached. The receipt includes items such as a 16 oz Dirty Horchata for $4.50, two 12 oz Lattes for $7.20 ($3.60 each), with a subtotal of $11.70, sales tax of $1.20, a tip of $1.94, and a total of $14.84. The email is addressed to Receipt-AI, and it is 5:48 PM.

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.

How to Upload Receipts Using Receipt-AI? Screenshot of the Receipt-AI website upload interface. The page instructs users to 'Upload your Receipts' and states that acceptable file formats are JPEG, PNG, PDF, TIFF, WEBP, HEIC, or HEIF. There is an icon of a cloud with an arrow pointing up and text underneath that reads 'Drag and Drop Receipts here.' A note at the bottom states 'Please upload up to 10 receipts at a time. Refresh the page for more uploads.

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.

Supports 39 Languages

Visit the article "What Languages does Receipt-AI Support for Receipt Extraction?" to learn more about this feature.

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A working professional traveling at a client site smiles as he takes a photo of a receipt with his smartphone. He plans to upload the receipt using SMS and Receipt-AI, which is integrated with Xero or QuickBooks, while sitting in a cozy café environment. Indicating the ease of using the app.
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