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Digital Receipts FAQs

Return to Digital Receipts   Return to FAQs   Capturing Paper Receipts   Capturing Electronic Receipts

Reviewing and Editing Receipts   Finding and Organizing Receipts   Exporting Receipts   Record Keeping

General Troubleshooting

Capturing Paper Receipts

Q: How do I take an image of a paper receipt?

A: From the Receipt List, tap Capture Receipts.

Q: What if I have a long receipt?

A: For very long receipts, it is best to be in Manual mode, otherwise the receipt may be too far away from the camera to take a clear image with legible text. Start by capturing an image of the top part of the receipt in Manual mode. Then tap on Add Section in the following screen and line up the next section of the receipt so that it matches the image of the first section, which is visible near the top. Again tap on the circular capture button at the bottom of the screen to capture the image of the next section. Ensure the separate captures are seamlessly stitched together by sliding the previous image capture over the new capture to meet the where the previous image ended.

Q: What if I have a two‐sided receipt?

A: Two‐sided receipts should be captured in Manual mode so you can capture all the receipt details. Take an image of the front of the receipt, then tap on Add Section to take an image of the back of the receipt.

Q: How long does it take to process a receipt?

A: Typically, paper receipts will process quicker than email receipts. They could appear in the listing page as quickly as a few seconds, but may take up to 24 hours to post.

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Capturing Electronic Receipts

Q: Why do I need to create a personal Receipts email address?

A: The first step in using Digital Receipts is to create a personal Receipts email address. This email does not have a visible inbox to compose or view messages. Instead, it is used to securely store electronic receipts. If a merchant offers an electronic receipt option, you can provide them with the Receipts email address and you can also forward electronic receipts to the Receipts email.

Q: How can I add emailed receipts to my Receipt List?

A: If you have a receipt in your personal email inbox, simply forward it to your personal Receipts email address that you created during the setup of Digital Receipts. If you ever forget your @myreceipts.us email address, you can find it at the top of the Receipt List screen.

Q: Can I share my @myreceipts.us email address?

A: Yes. This will save you the step of remembering to forward your e‐receipts and online order confirmations. Instead of entering your personal email address, you can provide a merchant your @myreceipts.us email address and any receipts sent by that merchant will be automatically added to your Receipt List.

Q: I forwarded an electronic receipt to my @myreceipts.us email address and can't see it in my Receipt List. What should I do?

A: Double check the email address you are using against the email address that you see at the top of the Receipt List screen. Try forwarding the receipt again. It may take a few minutes to process your receipt. Additionally, if you are unable to find your email on the Receipt List page, you may find it in the Non‐Receipt email listing page. You can find the Non‐Receipt Listing page by tapping on Notifications. If there are emails marked as Non‐Receipt, there will be an element that will say “1 Email was marked as a Non‐Receipt.” Click on the notification to be directed to the Non‐Receipt email list.

Q: Why am I seeing electronic receipts in my Receipt List without forwarding them or giving my @myreceipts.us email address to a merchant?

A: Merchants may try to make the checkout experience better by memorizing the email address you previously used instead of asking for it again. They do this by keeping the email address on file for the debit/credit card you previously used.

Q: Can I change my @myreceipts.us email address?

A: You are unable to change the @myreceipts.us email address you selected to another email address.

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Reviewing and Editing Receipts

Q: Why was some or all of the information on the receipt pre‐filled for me?

A: Once a receipt has finished processing, you'll tap View Receipt and enter any additional key information on the receipt in order to make it easier for this receipt to be found in the Receipt List. This information includes the merchant name, date, total, etc. Based on what could be read from the receipt, some information may be pre‐filled for you. The clearer and crisper the image of the receipt, the better the likelihood of being able to pre‐fill all of the key information.

Q: How can I check if the pre‐filled information on the receipt is correct? How do I change the information?

A: iOS – If you no longer have the receipt in front of you to compare against the data pre‐filled for you, you can swipe right with your finger on the bottom part of the Enter Receipt Info screen.

This will show you the image of the receipt, which can be used for comparison. If you swipe left with your finger, you will return to the Enter Receipt Info screen. All of the fields shown on this screen are editable. Just tap on the row you want to change and a keyboard or special widget to enter data will appear on the bottom half of the screen. Make sure to tap on Done so your changes are saved.

Android – If you no longer have the receipt in front of you to compare against the data pre‐filled for you, you can click the Original Receipt tab. This will show you the image of the receipt, which can be used for comparison. If you click the Receipt Info tab, this will take you back to the Receipt Info screen. All of the fields shown on this screen are editable. Just tap on the row you want to change and a keyboard or special widget to enter data will appear on the bottom half of the screen. Make sure to tap on Done so your changes are saved.

Q: What if the information was not able to be pre‐filled?

A: You can always try to take a clearer image by swiping right to show the original image and then tapping on Retake. Try to use the available features to improve the image quality such as automatic capture, flash, tapping to focus on the image, grid lines and cropping. Try smoothing out the receipt and flattening it before taking the photo to reduce shadows and distorted text.

Q: Why am I sometimes not shown the Enter Receipt Info screen when I capture a receipt?

A: For some popular merchant receipts, Digital Receipts is able to read more than the key receipt information of merchant name, date, and total. Additional details may be captured such as the merchant's location and phone number, the item details (including SKUs, item names, prices, discounts, etc.), subtotals, taxes and tenders, and even reward and loyalty point balances.

Q: Why are some of my receipts showing an Enhanced receipt and others are not?

A: For some popular merchant receipts, Digital Receipts is able to read more than the key receipt information of merchant name, date, and total. Additional details may be captured such as the merchant's location and phone number, the item details (including SKUs, item names, prices, discounts, etc.), subtotals, taxes and tenders, and even reward and loyalty point balances. This detailed information about your transaction is shown as an Enhanced receipt format. You can always go back to view the original image of the receipt by swiping left with your finger on the Enhanced receipt view.

Q: I accidentally tapped Save on a receipt and then noticed that I submitted the wrong information. How can I go back to edit it?

A: You can choose to edit a receipt from the Receipt List or from the receipt itself:

You will be taken to an Edit Receipt screen where you can make changes to the receipt information.

Q: Why do some electronic receipts show me an Enter Receipt Info screen?

A: Occasionally, some of the key pieces of information from an electronic receipt are not captured. When this happens, you will see that the receipt needs attention in the Notifications along the bottom. The next time you tap on that receipt to open it, the Enter Receipt Info screen will appear. Just enter any missing information and Save the receipt, and you will be able to view the receipts like all the others.

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Finding and Organizing Receipts

Q: How can I search for my receipts?

A: From the Receipt List tap on the magnifying glass icon in your top‐right corner. Once you start typing in the search bar that appears, any matching receipts will begin to appear below. You can search by merchant, by the item name, by totals on the receipt, or even by the notes you entered about the receipt.

Q: There are a lot of receipts in my search results. How can I narrow this list down?

A: Once you have receipts presented to you, you can tap on the filter icon to the right of the search bar. This will reveal a list of filters that you can set to only consider receipts that meet certain criteria. If you want to find receipts in a specific folder, go into the Receipt List for that folder first and then tap on the magnifying glass within that folder.

Q: What are folders and how can I use them?

A: Folders enable you to group related receipts together so that you can easily review them as a group. For example, you may want to use folders to group all the receipts for your “Business Trip to New York” that you can easily export when you need to process your expenses for that trip. Or you can track all the receipts captured for a particular project.

Q: Why do I need to specify an expense type when I capture an image?

A: Choosing between a business receipt and a personal receipt is a quick and easy selection you can make at the time you capture an image of a paper receipt and for most individuals, it will make it a lot easier later on when trying to find receipts that need to be expensed.

Q: What are notes and how can I use them?

A: For each receipt you can add free‐form notes about the purchase. You can use this to keep track of who was at the meeting you expensed, or the name of the person for whom you bought a gift. You can even enter hashtags, just like with Twitter and Instagram, to assign labels to certain types of receipts. Any hashtags that you used previously will start to pre‐fill as soon as you type ‘#’ in the Notes field, so you can use the same labels consistently for easy searches.

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Exporting Receipts

Q: How do I export my receipts?

A: From the Receipt List, you can Select the receipts you want to export or even Select All receipts. You will be given the option to export the receipt summary information in CSV or XLS format and you can also export all the receipt images as PDFs.

Q: Can I export all the receipts in a folder?

A: Yes. Instead of starting from your Receipt List, go into the folder you want to export. One of the options in the tab bar along the bottom will be to Export.

Q: Can I export all of my receipts?

A: Yes. Tap on Select from the Receipt List, and tap on Select All. Then tap the Export option in the tab bar along the bottom.

Q: Where can I find my receipt export?

A: The export file (CSV, XLS, PDF) will be zipped as a single file so you can access it from within your Recent Exports list.

Q: How can I share my receipts with my bookkeeper or accountant?

A: When you tap on an exported file from within the Recent Exports list (on the right side of the file in the list, below the date, there is a sharing icon), you will have the ability to share it using the standard iOS and Android sharing options.

Q: When I tap on my export file in the list, nothing happens. What's wrong?

A: Creating an export file does take a little bit of time and the more receipts in the export, the longer it can take. If nothing happens when you tap on the export file, most likely the export has not finished processing. Come back to this page at a later time to try again.

Q: Why is my export no longer appearing in my list?

A: Only the most recent four exports are shown in the list. If you need to create multiple exports, be sure to pick them from the Recent Exports list regularly. Also, remember the export files are stored for two weeks from when they were created. If the export is no longer there, you may need to create a new export with the receipts you are looking for.

Q: How long does it take an export to process?

A: Typically, exports take a few minutes to process. Depending on the size of the export, it can take up to 24 hours.

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Record Keeping

Q: Are digital copies of my receipts accepted by the IRS?

A: Yes. The IRS will accept digital images of documents, such as receipts. This is as long as (1) they are an accurate reproduction with the intention of replacing the original paper document, (2) it gives the same information as the paper document, and (3) the important details of the document are not obscured.

Q: Can I throw out my paper receipt after I have taken the image?

A: According to the IRS, for any receipts used to support statements made on your tax return, you can destroy the paper receipt provided the image taken of the receipt complies with the IRS Revenue Procedure 97‐22, and includes all necessary information.

Q: Can I use my digital receipt as a proof of purchase when making a return or exchange?

A: Yes. For most merchants, especially ones that offer e‐receipts of their own or support e‐commerce returns, the most important piece of data on the receipt is the barcode, which can be scanned to locate the transaction in their system, or the transaction number on the receipt, which can be entered by the sales associate. The associate processes the return or exchange using the located transaction in the merchant's point of sale system.

Q: How long are the digital receipts kept?

A: Digital receipts are stored for seven years after you have submitted them. If you need to keep the digital record longer, you can export the receipt from within the Receipt List.

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General Troubleshooting

Q: Why can't I find the receipt I just captured?

A: First check your Internet connectivity. If you are in offline mode, your receipt may not yet have been sent. Once your connectivity is restored, it should become available. If you do have Internet connectivity and you are still unable to find your receipt, make note of the following:

Q: Why can't I view my receipt?

A: It's recommended to first check your Internet connectivity. If you've recently viewed your receipt and then lose connectivity, you may be able to still see the receipt because it will be in your cache. However, if this is a receipt you have not looked at recently, we will not have a copy of the image stored. Try again when your Internet connectivity has been restored.

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