Skip to main content

Getting Started with Receipts in Sumung

Receipts is where you upload, organize, and track receipts and supporting documents for your business expenses. Each receipt can be categorized to a chart of…

Steps

  1. From the left sidebar, open Pay & Expenses, then click Receipts.
  2. The Receipts page opens with two view toggles in the top right: RECEIPTS and FILES.
  3. The RECEIPTS view shows four summary cards at the top: Total Receipts, Pending Review, Linked to Transactions, and This Month.
  4. Below the cards is a filter row (search, date range, status, category, source, min/max amount, and an Archived toggle), followed by a table listing every uploaded receipt.
  5. Use the Upload button (top right) to add a new receipt, or the Export button to download the current list.

Good to Know

Related Articles

  • How to Upload a Receipt in Sumung
  • Understanding the Receipts Summary Cards
  • Using the Files View in Receipts

Was this article helpful?

Your feedback helps us improve our documentation.