Link receipts to a trip or expense report

A receipt belongs to one trip or one expense report — never both. Only receipts linked to a trip or report go on its invoice.

Link while scanning

Start the scan from the trip (Scan or Upload, or Add on phones) or the expense report (Scan). The new receipt is linked automatically.

Link receipts you already have

1. Open the trip or expense report.
2. In the Receipts section, tap Link Existing (Link on phones).
3. Tick the receipts you want. The list shows approved receipts that aren't linked yet.
4. Tap Link N Receipt(s).

Don't see a receipt? It may still be Pending — open it from Receipts and tap Approve first. Or it may already belong to another trip or expense report.

Can't add receipts?

Link Existing and Scan disappear once a trip or report is Invoiced. To add more, revise or delete the invoice first. See Revise, void, or regenerate an invoice.

Moving a receipt

There's no button to move a receipt between trips. Deleting a trip, expense report, or invoice unlinks its receipts without deleting them, and you can then link them elsewhere.