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Uploading Receipts

Uploading Receipts

With MyPay, you can easily upload receipts and attach them to your expenses. In this article, you will learn how to upload receipts, whether you're doing so individually or in bulk.

Supported formats

MyPay allows for uploading the most used receipt formats.

PDF, JPEG, HEIC, and PNG

Uploading manually to Receipt Manager

  1. Go to the Home Page (the Dashboard)

  2. Click the 'Upload new or select below' button in the Receipt Manager portlet and Select a receipt file(s)
    or

  3. Drag and Drop receipt(s) into the Receipt Manager portlet

Sending via email to Receipt Manager

  1. Go to the Home Page (the Dashboard)

  2. Right-click the 'Email Receipt' button In the Receipt Manager portlet

  3. Select the 'Copy Email Address'

  4. Create a new email message

  5. Paste the recipient's email address

  6. Attach receipts to the email

  7. Send the email
    Keep in mind that:
    - No specific subject or message is necessary
    - You can send multiple emails
    - You can have multiple images per email
    - The email address does not change so you can save it

Uploading manually via Expense Detail Entry

This method works best for uploading individual receipts as it automatically creates a new expense entry and attaches the uploaded receipt to that.

  1. On the left menu bar, choose: Expense → Expense Detail Entry

  2. Click the 'Upload new or select below' button

  3. Select a receipt file from your computer

  4. Review auto-populated fields

Page Contents

 

 

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