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Required Fields When Uploading a Receipt

The Upload receipt dialog has three required fields and two optional ones. Knowing which is which helps you avoid a blocked upload.

Steps

  1. Receipt File - required. Drag and drop or browse for a PNG, JPG, or PDF up to 10MB.
  2. Merchant - required. The name of the business or vendor on the receipt.
  3. Amount - required. The total amount on the receipt.
  4. Chart of Account - required. Pick the account this expense should be categorized under from the dropdown.
  5. Description - optional. A short note about what the purchase was for.
  6. Notes - optional. Any additional context you want attached to the receipt record.

Good to Know

Related Articles

  • How to Upload a Receipt in Sumung
  • Categorizing a Receipt to a Chart of Account

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