Review, approve, or reject a receipt

Receipt statuses

• Pending — uploaded but not approved yet. A receipt is saved as Pending the moment it's uploaded, so if you leave the review screen without tapping Approve or Discard, it waits in Receipts as Pending.
• Approved — you've checked it. Only approved receipts count toward trip totals, can be linked with Link Existing, and go on invoices.
• Rejected — kept for your records but left off invoices.

The dashboard's Receipts to review tile counts your Pending receipts.

Review a new receipt

On Review receipt, check Vendor Name, Category, Date, and Amount (all required), and add a Description if you like. Then:

• Approve saves it as Approved and takes you back to where you started.
• Discard deletes the receipt and its file.

Edit or reject an existing receipt

1. Go to Receipts and tap the receipt.
2. Tap Edit to open Edit receipt.
3. Change the fields and tap Approve to save (saving always marks it Approved), or tap Reject Receipt to mark it Rejected.
4. Tap Cancel Edit to leave without changes.

A receipt that's already on an invoice shows a Linked Invoice card. Changing it doesn't change an invoice you've already saved.

Find receipts

On Receipts, use the two filters: All Categories (Hotels, Travel, Meals, Misc) and All Status (Pending, Approved, Rejected). Receipts are listed newest first. Tap Clear Filters to see everything again.

Each receipt card shows the trip it belongs to, or Unlinked. See Link receipts to a trip or expense report.